Responds in about 2 hours
Maintain 6 feet of distance from customers
Wear masks during the job
Customers rated this pro highly for responsiveness, professionalism, and work quality.
- What should the customer know about your pricing (e.g., discounts, fees)?
What is working and what isn't with your current system and where you anticipate your business growing or changing in the foreseeable future. It's also important to know your revenue, number of bank accounts/credit cards/loans, number of employees or contractors, how often you'd like reports, and it is helpful to have a recent bank statement(s) handy in case I need to know your volume of transactions.
- What is your typical process for working with a new customer?
I get to know the new client over the phone or zoom call. We talk about their business, their books, what their goals are and where they would like my help. I create a quote and once it is agreed upon, we sign the proper paperwork and I get to work. I love to stay in contact and let them know they can contact me with any concerns or questions.
- What education and/or training do you have that relates to your work?
I have been working towards my QuickBooks Online ProAdvisor certification. I will be taking the exam here in next few weeks.