FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing structure is based on fixed-rate solution tiers, 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 - Discovery Call: Get started with a 45 minute call to discuss your current business structure and financial challenges, explore your goals for bookkeeping and advisory support and gather the information needed to provide you with a clear, customized proposal. 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 - Leverage Your Financial Health: See the true story your numbers tell, spot opportunities, & make smarter, more confident moves.
- What education and/or training do you have that relates to your work?
With a background in diverse industries and degrees in Accounting, Business Administration, and Finance from Indiana Wesleyan University, I have the broad perspective needed to help any SMB build a stronger, more profitable future. I partner with small and midsize business owners to transform their finances from a source of stress into a strategic advantage. My goal is to arm you with a clear financial picture, empowering you to use your numbers to better serve your customers and fuel the passion that launched your business.