FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing structure is based on fixed-rate service plans, ensuring transparency and predictability for your budgeting needs. I specialize in using QuickBooks Online to fulfill our clients' accounting needs. It's important to note that I exclusively partner with clients who are currently using or are open to transitioning to QuickBooks Online. Should you decide to make the switch, I offer comprehensive support for setup and migration to ensure a smooth transition.
- What is your typical process for working with a new customer?
There are four main steps: 1 - Schedule a Call: Get started with a 45 minute call to discuss your needs. 2 - Receive a Custom Proposal: Your custom proposal will be sent to you to review and sign. 3 - Complete Onboarding: We’ll guide you through the necessary steps to get started. 4 - Balance and Boost: Together, we’ll balance your books and boost your business performance, driving meaningful results.
- What education and/or training do you have that relates to your work?
I am a seasoned finance professional with a passion for sports, fitness, and outdoor recreation. My diverse background in various industries over the past 17 years, has equipped me with a broad perspective on financial operations, which I leverage to provide tailored solutions for small to midsize enterprises. An alumnus of Indiana Wesleyan University, I hold Bachelor of Science degrees in Accounting, Business Administration, and Finance. Beyond my professional life, I enjoy tennis, pickleball, running, obstacle races, and outdoor adventures like off-roading, camping, paddleboarding, and mountain biking. This active lifestyle not only reflects my personal interests but also underscores my deep connection to the industries I serve professionally.