FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My monthly bookkeeping plans are designed to match the level of support your business needs. Starter is $350 per month and includes up to 2 accounts, monthly categorization and reconciliation, a financial summary, and a strategy call. Growth is $500 per month and includes up to 4 accounts, a full report walkthrough, cash flow tracking, and priority support. Premium is $650 per month and includes unlimited accounts, tax readiness checks, detailed monthly financial reporting, and direct access for ongoing questions. Catch up bookkeeping and cleanup work are quoted separately after I review the condition of your books.
- What is your typical process for working with a new customer?
I start with a strategy call to learn how your business operates, what accounts you use, and where your bookkeeping currently stands. I then review your needs and recommend the plan that fits your business. Once you are ready, I securely collect the information needed, organize your accounts, and begin the onboarding process. You receive clear communication, accurate monthly bookkeeping, and reports explained in plain language so you can make better business decisions.
- What education and/or training do you have that relates to your work?
My training is grounded in hands on bookkeeping for an operating small business. I work with real transactions, account categorization, bank reconciliations, financial reports, and cash flow information. This experience has taught me that accurate bookkeeping is only part of the job. Business owners also need someone who can explain what the numbers mean in clear, practical language.