FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Every business is different and with those differences comes different services and pricing. I offer free consultations in order to get to know what my potential clients needs actually are before fees for services are actually determined. It costs my potential clients nothing before we determine what services I will be providing and how much that will cost them. All my services are flat-fee based and they only change if my clients needs change.
- What is your typical process for working with a new customer?
My process with working with new clients is finding out exactly what services they actually need. The majority of my clients currently use QuickBooks or have converted to QuickBooks. I am a Certified QuickBooks Expert and Consultant and over the years I have formulated a systematic Consultation Review. The Consultation Review allows me to determine any possible issues that may first have to be addressed before services and pricing can accurately be determined. This review has saved both me and my clients time and money by providing us with all the information we need up front in establishing our working relationship.
- What education and/or training do you have that relates to your work?
I have a Bachelors Degree in Accounting/Finance. I am an Advanced QuickBooks Certified ProAdvisor in every edition since 2009. I am also a Certified QuickBooks Consultant.