FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on my FREE 15-Minute Financial Analysis where we discuss a customized framework for your exact project.
- What is your typical process for working with a new customer?
--Scope: Fact Finding, Triaging & Troubleshooting: determining whether financial reconstruction is needed. (ie. Months & Years behind on your Books?) or, a simple reconciliation and reporting job. Either way, I build a path forward starting on our initial 15 Min FREE Phone Call. --Accuracy-Restating your exact need, I finalize the framework for you and quote. --Execution-My Services Agreement sets the expectation/deadlines in stone so you know exactly what to expect. I run a tight ship--you'll see results in real time. -I then get to work immediately. -Finally, prepare yourself for Spot-on reporting bringing months' and years' current and if needed, preparing and filing your taxes with my in-house CPA. We'll maximize your deductions and look for every available tax shelter-a natural fit since we're already doing the Bookkeeping. (If you love your CPA whom you're already working with that's ok, I'll deliver laser focused, tax ready financials.)
- What education and/or training do you have that relates to your work?
15+ Years Experience as a Master Bookkeeper recognized as the Top Rated® Local Bookkeeper in the DC Area.