FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I can provide either a one-time service to get your books up to date or perform monthly reconciliation to keep you on track all year long. Services are provided either Hourly Rate or Fixed Flat Rate.
- What is your typical process for working with a new customer?
•Reconciliation of all Bank, Credit Card and Merchant Accounts •Accounts Receivable maintenance •Accounts Payable management (Invoicing and payment reporting) •Automated Bill pay via QuickBooks or via financial institution •QuickBooks, Intuit Online
- What types of customers have you worked with?
Physical Therapy Offices, Dental Offices, Realtors, Investors, Property Manages, Marketing Firms, Financial Advisers, Accountants, Construction Companies, Insurance Brokers, Moving Companies, Business Consultants, Online Stores, Self-Employed, Large corporations,