FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Millennial Bookkeeping & Advisory Services offers fixed, value pricing. We focus on the value we bring to you versus the amount of hours it takes to get the job done.
- What is your typical process for working with a new customer?
For all clients we send an initial questionnaire to determine the base level of service you will need. This questionnaire is electronic and connected to our calendar so setting your initial consultation is seamless. During the consultation (virtual web meeting) we discuss your answers to the questionnaire and other concerns; we take a walk through your current accounting process (softwares included) and take note on pain points. After the initial consultation (1 hour), we compose and send a proposal within 24 hours (most times sooner). Once the proposal is accepted, we begin our onboarding process.
- What education and/or training do you have that relates to your work?
Millennial Bookkeeping & Advisory Services has over 20 years of accounting and tax preparation experience. Both principals are degreed Accountants.