FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Due to the fact that I offer multiple services, prices are dependent on the work that is needed.
- What is your typical process for working with a new customer?
When first meeting with a client, I schedule a 90 minute appointment for the customer and I to meet, learn more about the business, find out what the client is looking for, and coming up with our next action items. That gives both myself and the client time to get to know each other's style and if the client and I decide it is a good fit, 50% of the consultation fee will be applied to the client's next service.
- What education and/or training do you have that relates to your work?
I have 20 years of experience working in bookkeeping, as well as corporate and public accounting. I am a Certified QuickBooks Online and Desktop ProAdvisor. I received my Bachelors degree in Business Administration with a focus in Finance and Accounting from Worcester State and my Masters degree in Accounting from Northeastern University.