FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the scope of services and volume of transactions. I offer clear, competitive rates with options for hourly or fixed monthly fees. Discounts can be considered for ongoing, long-term clients. Any extra fees for complex or out-of-scope work will be communicated upfront.
- What is your typical process for working with a new customer?
We start with an initial consultation to understand your needs and review your current financials. Then, I tailor a bookkeeping plan and set up your records. Regular updates and communication ensure your books are accurate and up to date, with ongoing support as your business grows.
- What education and/or training do you have that relates to your work?
I am newly certified as a trained bookkeeper, tax planning strategist, cryptocurrency tax specialist, and business tax specialist, with up-to-date knowledge of current bookkeeping and tax practices.