Frequently asked questions

What should the customer know about your pricing (e.g., discounts, fees)?

The fee for simple Federal and State is $125.00 for the filing status Single. For the Married Filing Joint, Married filing Separate, Head of Household, etc., the fee will depend on the other tax forms that may be necessary to file. The other tax forms may include Schedule-A (itemized deductions), Schedule-C (Sole Proprietorship), Schedule-E (rental property), etc.

My accounting/bookkeeping/consulting rate is $45/Hr.

What is your typical process for working with a new customer?

To new clients, I offer a free 30-min consultation; no documents required.

You can schedule your appointment on my website by selecting the Appointment tab.

What education and/or training do you have that relates to your work?

Education and Experience:

• Bachelor of Science Degree in Accounting and

• MBA in Finance

Synergistic expertise working in various industries in:

• Hospitality, Food Service, Hi-tech Manufacturing, Utility (electric)

Areas of experience:

• Accounting

• Bookkeeping

• Payroll

• Business Tax filing

• Individual Income Tax Filing, and

• Finance

How did you get started doing this type of work?

I spent over 25 years in various industries as an Accountant and Sr. Financial Analyst. While working in major corporations, I was running an Accounting, Bookkeeping, and Income Tax Filing Services home-based practice.

While I was working with small business owners, I realized that there is a vast separation between tax accounting and accounting for what is going on in the business operations. Therefore, I decided to become an entrepreneur by expending home-based Accounting, Bookkeeping, and Tax Services. I formed Safeer Enterprises, LLC, that focuses on helping small business owners build their accounting systems and, in turn, help the owners increase their business value.

Building business value is critical to prepare for an exit because the value of the business grows over the years – not overnight.

What types of customers have you worked with?

My clients include retail business owners for bookkeeping, business tax filing, payroll, and income tax filing.

I have clients who have various sources on income, i.e., W-2 income, side business income (Schedule-C), income from rental properties (Schedule-E).

Describe a recent project you are fond of. How long did it take?

I have a client who operates a fast-food franchise under five different partnerships totaling 22 restaurants all under one enterprise. Late 2018, this client gave me a project to consolidate the P&Ls of all companies by the restaurant and the partnership to roll up at the enterprise level.Weekly/Monthly/Quarterly Bookkeeping

The project was complicated and would require a full fiscal year to complete and the skills of a Sr. Financial Analyst with strong Excel skills. Working as a Sr. Financial Analyst with corporations, I have the matching qualifications

The consolidation of P&Ls of multi-business units provides the owner with quick visibility at all levels of enterprise by all cost factors – Cost of Goods Sold (COGS), direct/indirect labor, and operating expenses.Sales Tax Filing

I have completed the project that functions as a system, and a clerical level person can do the data entry and check the accuracy if trained by me.

What advice would you give a customer looking to hire a provider in your area of work?

When you are looking to hire an accountant to get the bookkeeping done for your business or to file your income tax return, seek for a complimentary consultation to ask questions to gauge their experience.

Either you need someone to do bookkeeping for your business or filing personal income tax, you want to make sure to hire a competent, committed, and want to build a partnership. Look for a professional who is knowledgeable and knows how to use the information in your best interest.

What questions should customers think through before talking to professionals about their projects?

The business owners should think through the questions to determine if the professionals passionate about what they do, to mention a few:

If possible, are the professionals willing to consult with you w/o any obligation?

Do the professionals have the right experience, background, and education?

Do the professionals understand the value of your business?