About
Usually a short telephone discussion can provide clarity of the client's needs and whether or not I would be a good fit for them. Small Business Owners need to be able to trust the financial folks they are working with.
My specialty is turning chaos into calm. Helping entrepenuers understand the tax aspects of their business.
Highlights
Reviews
Lawrence R.
Bettye F.
Bill L.
Christine J.
Frequently asked questions
What is your typical process for working with a new customer?
Make initial contact on a phone call to discuss their needs. If the situation warrants a face to face meeting, we would schedule that on the call. Other options for providing the information we need to work on the engagement include hard copy mailing as well as scan and email.
What education and/or training do you have that relates to your work?
Oregon State University - BS Accounting
Minor in computer science
Active CPA in the State of Oregon for over 25 years.
Do you have a standard pricing system for your services? If so, please share the details here.
Most invidual tax returns are based on a flat fee depending on their complexity.
Other projects can be billed at an hourly rate of $100.00
How did you get started in this business?
I began my accounting career with a Big 8 firm, Ernst & Whinney, in 1985. Specialized in privately held small business accounting, computerization of accounting systems, tax planning and tax preparation.
What types of customers have you worked with?
Privatley held small businesses and indiviuals.
Describe a recent event you are fond of.
When first meeting with a new client I listen to their concerns or the issues that are overwhelming to them.
My goal is to turn chaos into calm by providing an explanation that helps them clearly understand the situation.
What advice would you give a customer looking to hire a pro in your area of expertise?
You need to be comfortable with the person you are asking to help you resolve your pending issue or service need. You need to have a great feeling about their integrity. Also, maybe ask if a couple of their existing clients would take the time to give them a call.
What questions should customers think through before talking to pros about their needs?
Be organized, provide full disclosure and as much information about the situation at hand as you can. Be prepared to supply the requested details to help the person get up to speed on any background items they may need.