FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Lytle Bookkeeping & Advisory offers customized pricing based on the needs and complexity of each business rather than a one-size-fits-all package. Pricing considers factors such as transaction volume, number of accounts and entities, reporting needs, current condition of the books, and the level of ongoing bookkeeping or advisory support needed. After learning more about your business, I’ll recommend a clear scope and price so you understand exactly what is included before moving forward. One-time catch-up and cleanup projects are also available when ongoing monthly support isn’t yet needed.
- What is your typical process for working with a new customer?
Every engagement begins with a conversation about your business, your current financial systems, what is working, and where you need support. From there, I review the scope and complexity of your bookkeeping and financial needs and recommend the level of support that makes sense for your business. Once we agree on a plan, we organize the onboarding process, address any immediate cleanup or setup needs, and establish a consistent workflow for ongoing reporting and communication. The goal isn’t simply to take over your books, it’s to create a financial process that feels organized, understandable, and sustainable as your business grows.
- What education and/or training do you have that relates to your work?
I hold bachelor’s degrees in Accounting and in Management & Marketing from the University of South Florida, giving me both a strong accounting foundation and a broader understanding of how businesses operate and grow. My professional experience includes general ledger accounting, reconciliations, financial reporting, payroll, audit preparation, grant and compliance accounting, budgeting, financial operations, and business leadership. I am also certified in QuickBooks Online and Xero and continue to invest in professional education as accounting, technology, and business requirements evolve.