What should the customer know about your pricing (e.g., discounts, fees)?
Our service is customized on a per customer basis, depending on need.
What is your typical process for working with a new customer?
If we both feel that it is a fit, we then evaluate the current accounting process and collectively decide on a course of action.
What education and/or training do you have that relates to your work?
We are Certified QuickBooks Proadvisors for QuickBooks Desktop and QuickBooks Online.
How did you get started doing this type of work?
Our Founder Phillippe Lerner worked as a C-Level executive for Sinclair Broadcast Group and felt that the little guys did not have access to what the big companies have in terms of financial guidance; this is how PL consulting was born.
What types of customers have you worked with?
Our clients range from Pharmacies, to Law Firms, retail stores, caterers, educational centers, and non-profits
Describe a recent project you are fond of. How long did it take?
we helped a mold restoration company business owner get his business from excel spreadsheets and being 5 months behind in invoicing to a streamlined operation that cuts down the amount of time he needs to get out an invoice tremendously
What advice would you give a customer looking to hire a provider in your area of work?
Definitely do your research and due diligence. Ask for referrals but also do a search online and get independent reviews as well
What questions should customers think through before talking to professionals about their project?
it's not just about price, but about value, what value will you as a business owner get, and how will that help you, the business owner?