FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Bookkeeping and small business consulting services are handled on a case-by-case basis with pricing tailored to your specific project and timeline. Please book a consultation so I can understand your goals and prepare an accurate estimate.
- What is your typical process for working with a new customer?
I always start with a consultation so I can learn more about your goals and circumstances. It also gives me a chance to explain how I can help and answer any questions you may have. From there, we will put together a service proposal based on your business needs.
- What education and/or training do you have that relates to your work?
I began studying personal finance, economics, and financial planning during The Great Recession and became a professional financial advisor in 2012. In 2018, I left my position as a commissioned salesperson and opened No Bull Financial Consulting in order to serve clients without conflicts of interest. I'm a certified QuickBooks Online ProAdvisor and have been in the financial services industry since 2012. I leverage my expertise with QuickBooks and my skills in sales, bookkeeping, and small business management to help entrepreneurs build better businesses. I'm also licensed for life, health, disability, property, business insurance, and annuities. I've also passed the Series 6, Series 63, and Series 65 exams for investment advice.