FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our Services (Price starts at $250.00 per Month) 📊 Bookkeeping & Financial Recordkeeping Monthly transaction categorization Bank & credit card reconciliations General ledger maintenance Accounts payable & receivable tracking 📈 Financial Reporting Monthly financial statements Profit & loss analysis Balance sheet reporting Cash flow insights 🧾 Payroll Support Payroll processing assistance Employee record updates Payroll tax coordination 🧮 QuickBooks & Accounting Software Setup New system setup Cleanup of existing books Ongoing software support 📂 Year-End Preparation Tax-ready financials Collaboration with your CPA Document organization 🤝 Advisory & Support Budgeting & forecasting Financial process improvement One-on-one financial guidance
- What is your typical process for working with a new customer?
Our onboarding process is designed to be simple, transparent, and stress‑free. Here’s what you can expect: Initial Consultation – We learn about your business, goals, and bookkeeping needs. Document Collection – We gather the financial records needed to get started. System Setup or Cleanup – We organize your books and set up your accounting software. Ongoing Support – You receive consistent updates, clear communication, and reliable financial insights. Our goal is to make your transition smooth and ensure you feel confident every step of the way.
- What education and/or training do you have that relates to your work?
Bachelor Of Science in Accounting QuickBooks Certification Level 1 and Level 2 QuickBooks Accountant Software Wave Software Medical Billing and Coding for more than 25 years