FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Depending on the goals and challenges, there is a different set up charge. After initial set-up, I recommend a Quickbooks online subscription, guidance and account reconciliations with a monthly cost of $199.
- What is your typical process for working with a new customer?
Phone conversation discussing your goals and challenges that you are facing.
- What education and/or training do you have that relates to your work?
Masters in Business Administration (2010) 20+ years business experience 1 year working for CPA firm