Methodical Financial Services
7 years in business
Check, PayPal, Venmo, Zelle
Maintain 6 feet of distance from customers
Wear masks during the job
Wear gloves during the job
Disinfect surfaces touched during the job
Customers rated this pro highly for work quality, professionalism, and responsiveness.
- What should the customer know about your pricing (e.g., discounts, fees)?
My prices for bookkeeping are per month, and Tax Return hourly. I can work with clients on pricing.
- What is your typical process for working with a new customer?
A phone call to get a clear idea what the customer needs. An estimate of pricing.
- What education and/or training do you have that relates to your work?
I’m an Enrolled Agent and Quickbooks Pro advisor. Bachelors in Finance.