FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am very reasonable and competitive when it comes to pricing. Prices vary per service.
- What is your typical process for working with a new customer?
Accounting & Bookkeeping: -Schedule a brief phone call -request access to your QBO or last 3 months of bank statements -Send Client Agreement -Send monthly quote -Invoice *Once Client Agreement is signed & Invoice is paid for month 1, I will begin bookkeeping for your company, starting with the month that was paid* Tax Preparation: -Phone consult - Send Client agreement & Client intake form - Once signed, I will begin the tax return -You will receive a detailed summary regarding tax preparation fees & refund amount
- What education and/or training do you have that relates to your work?
Bachelor of Science (BS) in Accounting