FAQs: How I Work With Clients

I respond as quickly as possible, often immediately if I’m available. Typically, I reply within a few hours and no later than 24 hours, depending on your service level. Your response time, either "within hours" or "within 24 hours", is specified in your contract.

There’s no limit to the number of requests you can make. However, I conduct a quarterly service fee review during the first year of our engagement to ensure the scope of work matches the monthly fee. If your requests significantly increase, I may adjust the fee at the next review.

I upload all financials and supporting documentation to your client portal. You’ll receive a quick note via portal chat, email, or text, whichever method you prefer to let you know when everything is ready.

No, I work virtually with clients across the United States. Using secure online tools and clear communication, I’m able to provide personalized services to clients no matter where they are located.