FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is calculated based on average transactions per month, checking and credit card accounts, and if you need accounts payable and receivable services. Additional charges for payroll. Discounts are given for catchups and cleanups.
- What is your typical process for working with a new customer?
Customers will need a QuickBooks online subscription. If they do not already have one, I can set it up for you for an additional fee.
- What education and/or training do you have that relates to your work?
I am QuickBooks Online Advanced and Payroll Certified. I have four years of experience in accounting, including some tax planning. My education includes a Master of Business Administration which included finance and accounting coursework; and I also became certified as a Project Management Professional.