FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is done by the project. I do not have set fees that I can just provide over the phone or via email without seeing your current books. Tax returns are priced by form and the complexity of the tax situation.
- What is your typical process for working with a new customer?
We would have a discussion of the needs of the company and the owner while I review their current accounting books and prior years tax returns. I would present a proposal to include the price of the project and the scope of what needs to be done and also the price for ongoing monthly bookkeeping services and tax return preparation.
- What education and/or training do you have that relates to your work?
I have been working as a Lead Bookkeeper or Accounting Manager for over 20 years and am Certified in Quickbooks Online, Quickbooks Online Advanced, Quickbooks Payroll and a tax preparer.