KRH Financial PLUS Services

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Introduction: Hello and thanks for stopping by. I am an Accountant with over 20 years of experience in the accounting profession. I am most passionate about helping people get their finances in order. Looking to assist small business owners, entrepreneurs and individuals with their bookkeeping, tax preparation and Notary services and mobile finger printing needs. I have also become a licensed insurance agent to be able to provide financial literacy and a vast array of insurance products based on the individual/families needs after the financial analysis has been performed. If you are in need of any of these services please don't hesitate to call. I am here to serve you!

Overview

Hired 3 times

1 employee

7 years in business

Payment methods

Cash, Credit card, PayPal, Square cash app, Zelle

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

3 reviews

5

100%

4

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3

0%

2

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1

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Michelle B.

Nov 5, 2021

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Hired on Thumbtack

Ms. K. of KRH Financial Services PLUS was very pleasant to work. Even though my financial situation did not involve a high income or complicated transactions, Ms. K. treated me like my needs were important. She understood my current situation and told me several things I could do that would be immediately beneficial. She also provided me with several options that would allow me to gain control of my finances and achieve financial freedom much more quickly than I thought possible.

Details: Individual • Accountant / bookkeeper • Data entry • One week or less • Remotely (phone or internet)

Administrative Support

Rayan V.

Nov 20, 2021

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Hired on Thumbtack

Very professional and caring. Would absolutely recommend!

Details: Individual • Administrative assistant • Accountant / bookkeeper • Spreadsheets • Filing and organization • Calendar management • Mail and packages (deliveries) • 8 weeks or more • My home, venue, etc. • Remotely (phone or internet)

Administrative Support

Maria G.

Feb 12, 2021

Awesome work. Very knowledgeable and helpful

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We do not charge to provide the customer with a financial analysis we are paid by the 50+ insurance providers we work with
What is your typical process for working with a new customer?
We set up an appointment via zoom I ask them 6to 7 questions about money share my story about how I learned about money Ask them their needs and start to provide valuable financial education to them and ask them how can we work together to achieve their financial goals
What education and/or training do you have that relates to your work?
I had to study to pass the exam to become licensed and I’m continually learning by attending team meetings and product/industry webinars and trainings