FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Once we have an understanding of what their needs are we can provide an estimate so they can have an idea up front what to expect.
- What is your typical process for working with a new customer?
We will request information about their business or personal financial history. How many bank accounts are there? How many credit cards are there? Do you run payroll if so weekly, biweekly or monthly? How many loan accounts are there? Do you use Paypal? Do you have different income streams that need to be tracked? We will also request to either have three months worth of statements for each account that is part of their financial picture or request a copy of their QB file (if one is available) in order to get an idea as to how many transactions go through their books on a monthly basis. This will allow us to put together an estimate for the customer. Once an estimate is provided and the customer approves of the work, we will send over our Standard Terms that lay out our agreement and Retainer Invoice to begin the work.
- What education and/or training do you have that relates to your work?
We use Quickbooks as our main platform. We are both SDSU alumni which graduated with Bachelor's Degrees in Business with an emphasis in Accounting and Marketing. We have been working with small businesses and individuals since 1999. We use our knowledge of business to guide our clients which in turn leads to them having more time to focus on their business and/or personal life.