Small Business Bookkeeping

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Introduction: I have over 20 years of experience managing a small bookkeeping business and am able to guide other businesses and teach them how to succeed. I am a full charge bookkeeper and a member of the American Professional Bookkeepers. I have clients that are corporations and I specialize in non-profits. I have taken online classes offered by the Internal Revenue Service and Intuit for Quickbooks. I have a nice variety of small businesses which I really enjoy. From a church (lots of experience with non-profits), a construction site business, a photographer who has a studio and travels the world shooting beautiful models, a doctor and a vet clinic are among my interesting businesses. I really enjoy teaching others how to use QuickBooks online and accounting for beginners.

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1 employee

27 years in business

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What should the customer know about your pricing (e.g., discounts, fees)?
I do a Fixed Price Agreement based on the number of hours, transactions and other facts. The client then knows exactly how much they will be paying for my services each month.
What is your typical process for working with a new customer?
I give a new client all the information they need to get started from setting up an account with QuickBooks to adding me to their bank and credit card accounts as a 'view' only.
What education and/or training do you have that relates to your work?
CPEearned for Cloud Accounting for schedule C filers CPE earmed for class on Determining Sales tax for your small business

Small Business Bookkeeping

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