FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are typically based on the number of bank/credit card accounts and number of transactions. However, all companies are different so please contact me to discuss pricing in more detail.
- What is your typical process for working with a new customer?
My process for working with new clients depends on whether the client is a new business or an existing business simply looking for a new accountant.
- What education and/or training do you have that relates to your work?
I have over 12 years experience in accounting working for a broad range of industries. Most recently I was a controller for a commercial real estate firm. In addition to my hands on experience, I have a bachelor's degree and I am a QuickBooks Online Certified ProAdvisor.