FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is simple, transparent, and tailored to your needs — no hidden fees, no surprises. 📌 Monthly bookkeeping starts at $397/month 📌 Cleanup projects often begin around $1,000 📌 CFO + Controller packages available for businesses ready to scale You’ll always know exactly what’s included before we start — so you can feel confident you’re getting real value.
- What is your typical process for working with a new customer?
🛠️ Step 1 → Quick discovery call (5–20 minutes) to see if we’re a fit 🔍 Step 2 → Free diagnostic review of your books to see where things stand 📑 Step 3 → Action plan + customized quote tailored to your business 💻 Everything is remote through our secure client portal — message me anytime, share files, and track progress all in one spot.
- What education and/or training do you have that relates to your work?
I bring 20+ years of executive finance and small business accounting experience. Credentials & Background: ✓ Certified Management Accountant (CMA) ✓ Certified Exit Planning Advisor (CEPA) ✓ Former CFO, Controller, and Executive Director ✓ Bachelor’s Degree in Accounting/Finance My sweet spot: helping service-based businesses (contractors, healthcare, coaches, consultants) find clarity and confidence in their numbers.