FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe in transparent and fair pricing for all our services. Here are some key points about our pricing: Competitive Rates: Our services are priced competitively to provide you with the best value for your investment. No Hidden Fees: There are no hidden fees. All costs will be clearly outlined upfront. Discounts: We offer discounts for long-term contracts and referrals. If you refer another business to our services, you can receive a discount on your next billing cycle. Flexible Payment Plans: Flexible payment plans are available to accommodate your business's cash flow needs. Customized Packages: Pricing can be customized based on the size of your business and specific requirements.
- What is your typical process for working with a new customer?
1. Initial Consultation: Purpose: Understand your specific needs and goals. Details: We'll discuss your business, current challenges, and what you're looking to achieve with my services. 2. Information Gathering: Purpose: Collect all necessary documents and information. Details: This includes financial statements, employee details (for payroll), previous tax returns, and any other relevant documents. 3. Proposal and Agreement: Purpose: Outline the scope of work and pricing. Details: I'll provide a detailed proposal and agreement that includes the services to be provided, timelines, and costs. 4. Setup and Onboarding: Purpose: Ensure a smooth transition and setup. Details: I'll set up any necessary systems, such as payroll software or accounting tools, and ensure all information is accurately entered. 5. Service Delivery: Purpose: Execute the agreed-upon services. Details: This includes regular payroll processing, tax preparation, or any other services we've agreed upon. I'll keep you informed with regular updates and reports. 6. Review and Feedback: Purpose: Ensure satisfaction and continuous improvement. Details: We'll review the work done, address any questions or concerns, and make any necessary adjustments to improve the service. 7. Ongoing Support: Purpose: Provide continuous support and assistance. Details: I'm available for any ongoing questions, additional services, or support you may need.
- What education and/or training do you have that relates to your work?
Masters Degree in Business Administration, Certified Managerial Accountant, 20 + years in Accounting & Taxation (Personal & Business). Certified QuickBooks Pro Advisor Online and Certified QuickBooks Pro Advisor Payroll.