FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is transparent and based on the scope and complexity of each client’s needs. After an initial consultation, I provide clear, upfront pricing so there are no surprises. I offer customized packages rather than one-size-fits-all pricing, ensuring clients only pay for the services they actually need. Discounts may be available for ongoing monthly bookkeeping services.
- What is your typical process for working with a new customer?
We begin with a consultation to discuss your business or individual needs, goals, and current situation. From there, I assess what support is needed, recommend the best services, and outline next steps. Once we agree on a plan, I get everything set up and take care of the details so you can focus on running your business with confidence.
- What education and/or training do you have that relates to your work?
I have a strong background in accounting, finance, tax and project management along with hands-on experience supporting bookkeeping and financial operations for businesses. My education and professional experience allow me to provide accurate, detail-oriented, and reliable bookkeeping, tax support and business consultations, while staying up to date with best practices and compliance requirements.