FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the needs and complexity of your business, so you only pay for the level of bookkeeping support you actually need. I offer a complimentary initial consultation to learn about your business and provide clear pricing before any work begins. There are no surprises—you’ll know the cost and scope of services upfront.
- What is your typical process for working with a new customer?
I start with a consultation to learn about your business, current bookkeeping situation, and what you need help with. Next, I review your books and recommend the appropriate service, whether that’s cleanup, catch-up, QuickBooks setup, payroll support, or ongoing monthly bookkeeping. Once we get started, I keep your books organized and maintain regular communication so you always know where things stand.
- What education and/or training do you have that relates to your work?
I am QuickBooks Certified and have hands-on professional bookkeeping experience working with financial records, reconciliations, reporting, and day-to-day accounting processes. I also have direct experience managing bookkeeping for a small business, giving me an understanding of the challenges business owners face.