FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our most common service that is delivered to most clients is a Quickbooks Setup and monthly financial reporting and summary analysis. The quickbooks setup includes connecting Quickbooks to your financial institution, creating the chart of accounts, and classifying transaction. For this service fee we invoice a flat $200 setup fee and a monthly maintenance fee of $50, which covers your Quickbooks subscription and our monthly analysis.
- What is your typical process for working with a new customer?
A free 20 minute meeting it setup to understand our client's business goals. We describe our service offerings and provide a screen sharing demonstration of our services.
- What education and/or training do you have that relates to your work?
Bachelor's degree in Accounting and five years of Fortune 150 corporate management experience. Quickbooks ProAdvisor.