FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We work with flat rate monthly fees based on the size of the nonprofit or business and number of monthly transactions. So there are never any surprises when the invoice comes! :-) We have 3 tiers of service: Basic, Basic Plus, and Basic Plus with Payroll. Each tier has additional services and accommodates additional transactions. Plans start as low as $199 per month.
- What is your typical process for working with a new customer?
We first want to get to know our potential customer, your needs, pain points with your current bookkeeping, and a few technical things, like how many transactions per month, number of bank or credit card accounts, financial reporting needs, and number of employees and current payroll. We will then do a free initial consultation and assess if we may be a good fit. If so, then we will move towards an onboarding process which will included some additional questions and setting up of accounting processes so all goes smoothly.
- What education and/or training do you have that relates to your work?
My formal education is in the are of Christian Ministry. I have served for over 18 years as an ordained pastor. Along with ministry experience, I have several years of experience in real estate finance and management as well as commercial banking, I have also served in my pastoral role as an administrative pastor (overseeing all aspects of church finances) for over 6 years.