FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is transparent and tailored to the scope of work. I offer flat-rate monthly packages, hourly support when appropriate, and project-based pricing for cleanups or special requests. There are no hidden fees, and I’m always clear about costs upfront. Discounts may be available for long-term engagements or bundled services.
- What is your typical process for working with a new customer?
I start with a brief discovery conversation to understand your business, goals, and pain points. From there, I provide a clear scope of work, timeline, and pricing. Once we’re aligned, I onboard you with a simple checklist, set up secure access to systems like QuickBooks or financial documents, and establish a regular communication rhythm so you always know where things stand.
- What education and/or training do you have that relates to your work?
I bring over 30 years of professional experience in leadership, operations, and financial oversight. My background includes extensive hands-on work with budgeting, financial reporting, internal controls, and bookkeeping systems such as QuickBooks Online. I’m also experienced in supporting nonprofits, small businesses, and service-based organizations with compliance-ready financial practices.