FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I use standard pricing for some services such as bookkeeping catchup ($50 per hour), monthly accounting support ($65 per hour) because the work is largely dependent on good client data and cooperation. For longer contracts or other project work (ex. financial analysis, budgeting, forecasting) I will quote a monthly fixed fee specific to each client.
- What is your typical process for working with a new customer?
I have an initial consultation with a new customer to understand their business and their needs, so I can create a cost effective solution and bid.
- What education and/or training do you have that relates to your work?
I have a BSBA and MBA in Finance and International Business as well as training in formal process improvement methods (Lean and Six Sigma).