FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing depends on the scope of work, number of accounts, transaction volume, payroll frequency, number of employees, and overall complexity. We provide clear pricing before beginning any work, with no surprise fees. Monthly bookkeeping packages, payroll services, accounting cleanups, business tax preparation, and advisory services are customized to fit each business.
- What is your typical process for working with a new customer?
We begin with a brief consultation to understand the customer’s business, current accounting system, and immediate needs. We then review the available records, identify any issues or missing information, and provide a clear scope of work and pricing. Once approved, we complete onboarding, gather access to the necessary systems, and establish a communication and reporting schedule.
- What education and/or training do you have that relates to your work?
I earned a degree in Accounting from Hamline University and have approximately 10 years of experience in accounting, financial reporting, payroll, bookkeeping, tax preparation, and business financial management. My background includes controller-level experience overseeing multiple entities, financial statements, budgeting, cash management, payroll, and accounting staff.