FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the complexity of your books and the level of support you need. Some clients need ongoing monthly bookkeeping, while others need catch-up or cleanup work. I always start with a quick consultation so I can understand your situation and provide clear, upfront pricing. My goal is to offer fair, transparent pricing with no surprises while delivering organized, reliable financial management.
- What is your typical process for working with a new customer?
First, I start with a quick consultation to understand the client’s needs, current systems, and goals. This helps me determine what level of support they need. From there, I review their books, organize accounts if needed, and set up a clear workflow for managing finances moving forward. My goal is to create a simple, reliable system so clients always know where their finances stand.
- What education and/or training do you have that relates to your work?
I have years of hands-on experience managing books for businesses and individuals, along with a strong background in financial organization, budgeting, and reporting. I also run my own bookkeeping service where I help clients maintain clean, accurate financial records. Beyond bookkeeping itself, I also coach people on managing their finances, understanding their numbers, and creating systems that keep everything organized long term.