FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer fixed pricing of $100/monthly for accounts with up to 100 transactions. I do have additional Add-Ons for additional accounts or extra transactions.
- What is your typical process for working with a new customer?
We start with a quick chat (optional), then I help set up QuickBooks and get secure access to your bank account. From there, I handle all monthly bookkeeping—categorizing, reconciling, and sending a clean P&L. No meetings, no hassle—just reliable, remote service and ongoing support. 1. Quick Intro Chat (Optional): I answer any questions and explain the service—no pressure or sales pitch. 2. Set Up QuickBooks: I’ll help you get your QuickBooks account created (or invite you if it already exists). 3. Get Access: You securely connect your bank account(s) so I can start bookkeeping. 4. Monthly Service Begins: I categorize transactions, reconcile accounts, and send you a clean P&L each month—no meetings, no fuss. 5. Ongoing Support: You can email me any time with questions, and I’ll handle the rest behind the scenesMy process for new clients: 1. Quick Intro Chat (Optional): I answer any questions and explain the service—no pressure or sales pitch. 2. Set Up QuickBooks: I’ll help you get your QuickBooks account created (or invite you if it already exists). 3. Get Access: You securely connect your bank account(s) so I can start bookkeeping. 4. Monthly Service Begins: I categorize transactions, reconcile accounts, and send you a clean P&L each month—no meetings, no fuss. 5. Ongoing Support: You can email me any time with questions, and I’ll handle the rest behind the scenes 1. Quick Intro Chat (Optional): I answer any questions and explain the service—no pressure or sales pitch. 2. Set Up QuickBooks: I’ll help you get your QuickBooks account created (or invite you if it already exists). 3. Get Access: You securely connect your bank account(s) so I can start bookkeeping. 4. Monthly Service Begins: I categorize transactions, reconcile accounts, and send you a clean P&L each month—no meetings, no fuss. 5. Ongoing Support: You can email me any time with questions, and I’ll handle the rest behind the scenes
- What education and/or training do you have that relates to your work?
I have several years of hands-on experience handling payroll, reconciliations, and financial reporting in a corporate accounting role. I’m also actively completing my degree in Business Administration with a focus on Accounting to further deepen my expertise. My real-world experience means I know how to keep your books clean, accurate, and stress-free.