FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our bookkeeping packages are based on the needs and size of your company. Our pricing structure can be found on our website under "Services".
- What is your typical process for working with a new customer?
We consult with our clients by phone, email, and video conferencing to find out exactly what they are needing and what their current processes are. We look at ways to improve efficiency and make recommendations. Depending on how "hands-on" our clients want to be, we put together action plans of tasks needed each month. Or, if our clients want to be completely hands-off, we do all the mundane bookkeeping tasks for them.
- What education and/or training do you have that relates to your work?
I have a B.S. in Multidisciplinary Studies, with part of that degree being in accounting, and I have been through the Bookkeeping Business Blueprint course from Bookkeeper Business Academy. I am Xero Certified and am a QuickBooks Online ProAdvisor.