FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Accounting/Bookeeping = $25.00/hour with a cap amount TBD depending on the complexity of the project; Editing = $15.00/hour; other financial services and tax preparation = on a per project cost basis determined upon complexity and scope of project(s).
- What is your typical process for working with a new customer?
My new clients and I meet, typically in person if logistics permit, but a remote web meeting can easily be accommodated. We discuss their current needs. I provide an overview of my experience and abilities. We agree upon pricing, and I immediately begin working on their project(s).
- What education and/or training do you have that relates to your work?
I completed training through H & R Block’s tax preparation course and became certified after scoring a 98% on my final exam in 2007. I also took the certification courses through the AIPB (American Institute of Professional Bookkeepers). Once again I placed in the high 90’s on my exams but lacked the hours necessary to become fully certified at the time in 2009. Upon completion of a highly coveted internship at State Street, I was hired full-time while I was still a sophomore in college in 2011. During my internship, I worked with East Coast joint venture capitalists managing portfolios for many nationally recognized wealth management institutions. Some of the portfolios I personally managed had several billions USD in their custody. Once I was hired full-time, I worked in Market Data Services doing research on world currency valuations and was responsible for handling the manual pricing for all of State Street’s client operations. I have worked for Mid-America Regional Council, a non-profit intermediary that helps both Kansas and Missouri disburse grant money and reconcile the accounting for multiple government service agencies (GSEs). After obtaining my BBA from Baker University, I worked for a Midwestern mortgage company in their Corporate Accounting Department as a staff accountant. Beyond reconciling several monthly banking accounts for the multiple tiers within the company, I also helped do the accounting work once a loan was purchased by outside investors. I heavily participated in our quarterly and annual audits; however, where most of my time was spent was as the person in charge of Accounts/Payable. We ran anywhere from a $150-600K weekly payable cycle. We also had to cut special run checks every day throughout the week, overnighting them to our offices located across the country and to outside vendors. Additionaly, I helped branch managers ensure no lapse of payment occurred by coordinating office leases when a new branch would come onboard or it was time for renewals.