FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Although I display an hourly rate, it primarily applies to specific one-time projects, such as catch-up or clean-up bookkeeping. For ongoing services, I prefer to work with a fixed monthly fee. My standard rate starts at $300 per month for basic bookkeeping, which includes transaction categorization, account reconciliations, and monthly financial reports. A fixed fee allows for predictability—no surprises on your invoice—and reflects the value of consistent, reliable support for your business. It also makes budgeting easier and keeps us both focused on the results, not the clock.
- What is your typical process for working with a new customer?
Here’s what you can expect when we start working together: Introductory Call – We’ll begin with a brief conversation to understand your business, your bookkeeping needs, and determine if we’re a good fit. Document & Access Setup – Once we agree to move forward, I’ll send you a short checklist of what I need to get started, such as access to your accounting software, bank statements, or prior reports. Initial Review – I’ll review your current records to assess the state of your books and determine if any clean-up or catch-up work is needed. Proposal & Agreement – Based on the review, I’ll provide a clear quote (fixed monthly fee or hourly for one-time work) and a service agreement outlining the scope of work. Ongoing Work – Once everything is in place, I begin regular monthly bookkeeping—categorizing transactions, reconciling accounts, and sending monthly reports. I also stay in touch throughout the month if anything needs your input. My goal is to make the process smooth and straightforward, so you can feel confident knowing your books are in order.
- What education and/or training do you have that relates to your work?
I hold a Bachelor’s degree in Accounting and an MBA, which have given me a strong foundation in financial management, business operations, and strategic planning. In addition to my academic background, I am a certified QuickBooks ProAdvisor – Level 2, which means I’m trained to help businesses use QuickBooks Online efficiently and accurately. With over 10 years of hands-on experience in bookkeeping, I combine formal education with practical know-how. I stay up to date with industry standards and best practices so I can deliver accurate, dependable support tailored to the needs of small businesses.