FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am very flexible when it comes to pricing. Whether you prefer hourly, weekly, monthly or fixed price, I will do my best to accommodate
- What is your typical process for working with a new customer?
Phone call or zoom exploratory call Review approach and pricing Email client a list of documents needed to get started (receipts, statements, etc) Set up a secured shared folder system Meet with client monthly to review business and bookkeeping and financial reports ****Available for phone calls, texts or emails anytime day or night
- What education and/or training do you have that relates to your work?
B.S. Business Management Over 20 years' experience in the Finance sector Fully Certified QuickBooks ProAdvisor