FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Depending on if it's a one-time set-up/training session or monthly account reconciliations, we will work out a fee schedule that works best for both of us.
- What is your typical process for working with a new customer?
We start with a phone or zoom conversation so I can get an idea of the status of the books; then, I will familiarize myself with the books and/or the business operations to gauge how much time it will take me so we can clarify expectations moving forward.
- What education and/or training do you have that relates to your work?
I've been at this for over 25 years. I have a Master's Degree in Geography and Environmental Studies - how is that related :) I was a Cartographer (it's still a passion of mine) and it's an extremely detailed process, just like bookkeeping.