FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is customized to my customers needs and can be changed overtime as their needs change. Therefore, you will not pay for a high price if your business does not require it and additional services you don't need currently but might need later.
- What is your typical process for working with a new customer?
Initially a provide a quote with an agreement. Once agreed and signed I then have an onboarding process which includes a kickoff meeting, review in detail your business transactions together and might request some documentation especially with catch-up and clean up as in bank statements and your business formation documents. The first month or two might be a little more interaction until I get acclimated to your business industry and what are your usual spending habits and invoicing process to your customers. I will have some questions as we work together but by the 3-4 month, I will have established a system so that I eliminate majority of the calls and/or questions. I also have a secure system that I will request documentation as in bank statements on a monthly basis and sensitive information will flow thru that system. Financial reports will be provided to you within 5 business days of the following month for previous month.
- What education and/or training do you have that relates to your work?
I have completed my Bachelors degree in Accountancy.