FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I price based on the scope and complexity of your needs—whether it’s a one-time cleanup, monthly bookkeeping, payroll, or full financial oversight. I offer transparent, flat-rate packages so you know exactly what to expect, and I’ll always walk through pricing with you before we get started.
- What is your typical process for working with a new customer?
I usually start with a free discovery call to understand your current setup, challenges, and goals. From there, I’ll review your financials (or systems), provide a customized proposal, and outline next steps. Once we’re aligned, I move quickly to get you onboarded and organized.
- What education and/or training do you have that relates to your work?
I am a licensed CPA with over 13 years of experience leading financial operations for larger companies and small businesses. I specialize in financial reporting, AR/AP, payroll, and implementing tools like QuickBooks, Gusto, and CINC. I also have deep experience preparing books for audit and helping businesses stay on track.