FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Flat-Rate Monthly Fees: We do not charge by the hour, so you never get a surprise bill for asking a question or needing extra support. Tiered Service Levels: Pricing is based on the complexity of your needs, ranging from basic compliance bookkeeping to full Virtual CFO dashboards. Cleanup Projects: If your historical books are a mess, we quote a one-time flat fee to clean and reconcile them before starting the monthly retainer.
- What is your typical process for working with a new customer?
The Diagnostic Review: We start by getting "view-only" access to your QuickBooks to assess the health of your data without requiring a long, exhausting phone call. The Custom Estimate: We send a detailed, written proposal outlining the exact scope of work, the specific deliverables, and the flat monthly fee. The Silent Onboarding: We gather your bank statements and vendor lists via a secure digital portal and get straight to work organizing your numbers behind the scenes.
- What education and/or training do you have that relates to your work?
I have a Bachelor's Degree in Business Administration with a focus in Finance. I am fully certified as a QuickBooks Online ProAdvisor, ensuring maximum efficiency and accuracy within the software. Financial Modeling Expertise: I have extensive training in building complex 13-week cash flow forecasts and custom KPI dashboards for small businesses. Continuous Education: I am constantly updating my skills on the latest tax-ready categorization rules and cloud accounting integrations.