About
I take the time to get to know my client, their prior years, and their future years, in order to better assess how to be of service to them.
I enjoy helping individuals create and grow their businesses as well as helping with understanding their financial portfolios.
Photos and videos
Reviews
Timothy N.
Amanda w.
Jay K.
Alda C.
Joseph M.
Nero-Hasan
Frequently asked questions
What is your typical process for working with a new customer?
First, I usually do a 15 minute consultation call to assess their needs. Second, we would determine the best course of action. If a contract is needed, then we proceed after a contract is signed. If no contract needed, the client sends over information. I put the client on a list according to the date they send over paperwork and their items get processed in the order received. If I have questions, I contact them according to the method they choose and email for my receipt of contact. Once completed, payment is due before I submit taxes. If it is bookkeeping, payment is due with receipt of bank statements before I start the work.
What education and/or training do you have that relates to your work?
I have an Associates Degree in Accounting with a Concentration in Finance. I have more than 15 years experience working in accounting practices and over 8 as a business owner and tax preparer.