FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is customized based on the size and complexity of your business. Monthly bookkeeping services are typically offered at a fixed monthly rate, while cleanup projects, training, and consulting may be billed hourly. I provide transparent pricing with no hidden fees.
- What is your typical process for working with a new customer?
I start with a discovery call to learn about your business, current bookkeeping process, and goals. After reviewing your books, I provide recommendations and a customized service plan. Once onboarded, I establish a consistent process for bookkeeping, reporting, and ongoing communication.
- What education and/or training do you have that relates to your work?
I am a QuickBooks Online ProAdvisor with hands-on experience in bookkeeping, payroll, accounts payable and receivable, job costing, and financial reporting. I continuously expand my knowledge through professional training and real-world client engagements.