About
I am passionate about helping individuals, startups and small businesses legally reduce their tax liabilities with proactive customized tax planning and tax prep. You will directly benefit from my combined 20 years experience in accounting, tax, budgeting and financial analysis.
I offer great customer experience as a trusted advisor for virtual CFO services, financial coaching and tax strategy mentorship.
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Alicia H.
Frequently asked questions
What is your typical process for working with a new customer?
I will usually request that a prospective client schedule an initial 30 minute consult with me via my calendar: calendly.com/fortitudefinc to determine if we are a good fit.
If we are a good fit, I'll forward an engagement letter for services and request information needed to prepare tax returns, tax planning or financial coaching services. Financial coaching is completed online with weekly checkin calls or Zoom video conferences.
What education and/or training do you have that relates to your work?
I have a Bachelor in Science in Accounting and a Master of Business Administration