FAQs

Why should I hire you?
I have a unique perspective as a CPA and copywriter. I understand how CPAs and accountants think. I understand your services because I’ve had experience doing most of them: tax work, auditing and assurance services, bookkeeping, financial projections, litigation support and business valuation. I know how demanding this business is. And I see first-hand how technology is changing what we as accountants do and how we do it.

As a copywriter, I understand how to create effective marketing messages that engage your clients and prospects. I know that the marketing environment is rapidly changing: yesterday’s reliance only on referrals, networking and word-of-mouth aren’t enough anymore. Today’s clients and prospects expect to be educated and informed and want lots of free information. They’re seeking a firm that won’t just do their tax returns or provide financials for their bank, but will also be a strategic partner in their business.

My broad background beyond accounting means I’ve used many more parts of my brain than just those used for accounting. My training as a scientist means I can translate complex ideas into human language. And I’m curious about everything.

How do we get started?
I offer a free initial consultation to discuss your project and to see if we’re a good fit. We’ll both get the most out of it if you first email me with the details of your project. Based on that conversation, I’ll send you a proposal.

What is your fee?
Every copywriting project is unique, and we need to discuss exactly what you have in mind. I have a schedule of fees that has ranges for standard projects.  My goal is to give you more value for your marketing dollars than you expect.

If your project can’t be neatly categorized, we can also discuss an hourly rate or a retainer arrangement.

What can I expect from working with you?
I will work with you and your team to make sure we’re all on the same page. That the project you have in mind fits in with your overall strategy.

Before I start, I’ll need three things from you:

  1. Signed fee agreement – This is just an acknowledgment of the project quote I send you.
  2. Initial 50% payment – I invoice the other 50 percent one week after submitting the initial draft, and that amount is due within 15 days of the invoice date. This gives you a little over 3 weeks (from the day you receive my initial draft) to submit the balance.
  3. Creative brief – I’ll also need some important information regarding your product/service, offer, target audience, competition and so on.

Before I write a draft, I’ll send you an outline for your approval. My priority is making sure you get the written piece you want, and the results you’re after.