FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing depends on your business. We will review the extent of the services you require and the complexity of accounts and agree upon a rate before payment would be expected.
- What is your typical process for working with a new customer?
We will have one or two initial consultations (free) to get to know each other and make a plan for your goals. We will discuss all aspects of your business and how you currently have your books set up. We will schedule ongoing meetings for progress and communication check ups.
- What education and/or training do you have that relates to your work?
I am an Intuit Certified Bookkeeper and am continuously taking courses through their ProAdvisor platform. I have also completed two levels of bookkeeping educational courses through BsnsAtlas. I regularly attend industry webinars to stay on top of improvements in technology and software.