FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Every business is unique. As such, we seek to apply customized, creative solutions especially tailored to address the needs of each client by leveraging institutional knowledge, establishing a strategic financial strategy and ultimately maximizing cost-efficiency for financial services. In order to give you an exact quote, we first want to find out a little more about your business and accounting needs. Rest assured that we work with many small business and our rates are designed to fit the budgets of our clients.
- What is your typical process for working with a new customer?
We’ll work with you to identify the services you need. Then we’ll set up a process by which data is collected, recorded, and handled efficiently and in a timely manner. Spend your time building your business and your profits; let us handle your bookkeeping, recordkeeping, and report filing. If you already have a QuickBooks file, you can email it to us via WeTransfer. Once received, we will upload it onto our secure server and send you login access via Remote Desktop Connection. You will have access to your file 24/7.
- What education and/or training do you have that relates to your work?
Our team members have a wide range of experience that will help us take a look at your business financials from different aspects. If you have a small business, your accounting capabilities may be limited to one employee’s knowledge. But with Greenlight Financial, you have an entire team working behind the scenes to assist your in-house accounting staff, or serve as your remote accounting department altogether. Our objective is to become your trusted advisor and provide insightful financial advice to enable you to make informed decisions.