FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Free initial consultation. No hidden fees. Special hourly cleanup/catch up rates. 12 month diagnostic review fee applied towards cleanup service. Monthly value tiered price packages.
- What is your typical process for working with a new customer?
I begin by sending you a welcome email to set a date and time for a 20 to 30 minute zoom discovery call with an attached basic business questionaire and a request for statements to be returned to me before our meeting. Once the timing is agreed upon, I will send you a zoom meeting link. Our discovery call will then just be a conversation and a chance for you to get to know me and what I can bring to your business and for me to get to know you and your business needs. Once we both agree that this partnership feels like a good fit, I will send you a proposal within 24 hours, which will include the services to be included/excluded, time frames, discussed pricing etc. Once signed and returned and our terms are understood and agreed upon by both of us, I will then send an engagement letter for you to sign, which will provide to you the final terms of our agreement and a request with directions on providing me access information to software, banks, client portals, payment systems etc. Once completed, our partnership begins.
- What education and/or training do you have that relates to your work?
Quickbooks Online ProAdvisor, Intuit Bookkeeping Professional certified, CAS Foundations certified and over 20 years of full cycle bookkeeping experience