FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer transparent, flat-rate monthly retainer options as well as project-based pricing (such as QuickBooks cleanups or backlog catch-ups) so there are never any unexpected hourly surprises. Every business is unique, which is why we start with a free initial consultation and diagnostic review to evaluate your books and provide a tailored, all-inclusive proposal.
- What is your typical process for working with a new customer?
1. Free Consultation: We discuss your financial setup, pain points, and goals. 2. Diagnostic & Setup: We review your existing software (QuickBooks, etc.) or set up a clean system from scratch. 3. Clean Up & Integration: We connect bank feeds, organize accounts, and establish smooth workflows. 4. Ongoing Support: We manage your monthly bookkeeping, deliver clear financial reports, and conduct regular check-ins.
- What education and/or training do you have that relates to your work?
I hold a Bachelor’s Degree in Accounting and an MBA focused in Finance, backed by over 20+ years of hands-on experience in full-cycle accounting, financial planning, and corporate financial direction. My background includes public accounting at Big 4 firm PwC, expertise in US GAAP compliance, and extensive work with leading accounting platforms like QuickBooks, SAP, and Power BI.