FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
On individual project I work for an hourly rate. If it is determined that I will be working on a clients books monthly a quarterly rate will be determined.
- What is your typical process for working with a new customer?
First and foremost it is important to understand what business goals the customer is concerned about. Starting with basic banking account reconciliations and quarterly reporting will help get a new customer a clear financial picture of their business. Most professionals can make more money working in their own skill set then spending hours and hours trying to balance a bank account or filing TPT reports!
- What education and/or training do you have that relates to your work?
I have worked for many years in the financial and insurance industry while managing the bookkeeping and tax family business.