- What should the customer know about your pricing (e.g., discounts, fees)?
We offer monthly or quarterly bookkeeping packages as well as QuickBooks training sessions
- What is your typical process for working with a new customer?
The initial discovery call will help determine if a client is a good fit for our services. We will then request access to your QuickBooks file in order to review specific needs and advise you of what would be the best way to accomplish your goals and suggestions to consider before implementing a plan of action.
- What education and/or training do you have that relates to your work?
Certified Bookkeeper QuickBooks Certified BS in Accounting Program FL Notary Public 35 years of experience