FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer free consultation, we also offer wholesale discount for Quickbooks online. New clients can get up to 3 months of Quickbooks online for FREE, after the 3 months I offer a discount off of the regular price that still makes it cheaper than you would pay.
- What is your typical process for working with a new customer?
The typical process would be a greeting phone conversation to learn about the clients needs and to introduce myself. The next step would be sending the new client packet to be filled out by the customer and returned to us. The following step is gathering all financial statements and getting Quickbooks online setup. Next, we would commence analyzing books and getting them in order.
- What education and/or training do you have that relates to your work?
I am a Quickbooks ProAdvisor. I have 5 years of bookkeeping and 10 years small business management, and 15+ years of customer services experience.