FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is transparent and depends on the complexity of the work and services needed. I offer affordable monthly bookkeeping packages, payroll services, and one time tax preparation or catch up bookkeeping services. Custom quotes are available based on each client’s needs.
- What is your typical process for working with a new customer?
My process starts with a consultation to understand the client’s needs and business structure. I review their financial records, determine the services required, and create a clear plan for bookkeeping, payroll, or tax preparation. I then set up secure document sharing and provide regular updates and financial reports.
- What education and/or training do you have that relates to your work?
I have over 12 years of experience in bookkeeping, payroll, and tax preparation. I work with accounting software such as QuickBooks and stay updated with IRS regulations and accounting best practices to ensure clients receive accurate and compliant financial services.