FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are based upon company size and the level of bookkeeping services requested.
- What is your typical process for working with a new customer?
I provide a free consultation call to review their business information, bookkeeping needs and QuickBooks account. If the consultation leads to an agreement the onboarding process will then begin.
- What education and/or training do you have that relates to your work?
I am an Advanced QuickBooks ProAdvisor with certificates for bookkeeping, Client Advisory Services and QuickBooks Online.