FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I keep pricing simple and transparent. Most clients choose a flat monthly rate based on transaction volume and how much support you need (bookkeeping only vs. bookkeeping + extra help like invoicing/payroll support). If your books need catch-up/cleanup, that’s typically a one-time project priced separately. No surprise fees—if anything falls outside the original scope, I’ll confirm the cost with you first. Discounts may be available for ongoing monthly service and referrals.
- What is your typical process for working with a new customer?
Quick intro call to learn your business and what you need help with Review + clear quote (scope, timeline, and pricing) Secure onboarding (access to QuickBooks, connect bank/credit accounts, organize chart of accounts) Cleanup/catch-up if needed (reconcile and bring books current) Ongoing monthly bookkeeping (categorize, reconcile, review) Monthly check-in with easy-to-read reports and a short summary of what changed
- What education and/or training do you have that relates to your work?
I have an MBA in Accounting and a BS in Accounting, along with hands-on bookkeeping/accounting experience. I’m also a QuickBooks Online ProAdvisor and stay current with training on reconciliations, reporting, and best practices so your books stay accurate, organized, and ready for tax time.