FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
It depends on the needs of my client. I price a few different ways to help maximize time and money spent. A la carte hourly rate, blocks of time and reoccurring monthly pricing.
- What is your typical process for working with a new customer?
- Discuss which bookkeeping service(s) they are in need of, how often they need help and what goals they would like achieved. - Figure out timeline, scheduling and pricing. - Let me work my magic to streamline new client's life.
- What education and/or training do you have that relates to your work?
I have taken a formal accounting and bookkeeping courses, but most of my training has come from on the job experience over the past several years. I am a Quickbooks ProAdvisor.