FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer bundle pricing for bookkeeping clean-up and tax preparation services.
- What is your typical process for working with a new customer?
When working with a new customer, I set up a meeting to get an overview of the client’s accounting needs and layout the services I provide that can meet and exceed their accounting needs.
- What education and/or training do you have that relates to your work?
I earned a bachelor’s degree with a double major in accounting and finance, a master’s degree in accounting, I am a licensed CPA, an ERO & an IRS registered tax professional.