FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing promise is to always be clear and in writing.
- What is your typical process for working with a new customer?
I book a discovery session where we can laser focus on your current needs. Then we develop a personalized game plan.
- What education and/or training do you have that relates to your work?
I am a Certified QuickBooks Advisor, only 4-5% of Intuits 400,000 Proadvisors are certified. I have over 15 years of QuickBooks experience, and spend over 40 hours per year in continued professional education. I hold a Bachelor Degree in Accounting from The University of Houston. I enjoyed a career as a Business Financial Controller prior to founding Katy QuickBooks Advisors LLC.