FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer flexible pricing options tailored to your needs, whether hourly, weekly, monthly, or fixed. Our goal is fair, transparent pricing for high-quality bookkeeping services with no surprises.
- What is your typical process for working with a new customer?
I am thrilled about the opportunity to collaborate with you and your business. Our approach to bookkeeping is characterized by personalized and transparent services that are tailored to meet your unique needs. Here's a rundown of how we engage with new clients: 1. Needs Assessment: We kick off our collaboration with a friendly phone call or a Zoom meeting to get to know you and your business. This initial conversation allows us to understand your specific bookkeeping requirements and how we can best support you. 2. Transparent Collaboration: We will walk you through our approach, including our processes, pricing, and timelines. This step is designed to ensure that you are fully informed about what to expect and how we customize our services to suit your needs. 3. Formalizing Our Partnership: Once we agree on the details, we will document everything in an engagement letter. This formal document outlines the scope of our work together, providing clarity and confidence for both parties moving forward. 4. Setting Up for Success: We will email you a list of documents we need to get started, such as receipts and financial statements. To ensure the security of your sensitive information, we will set up a shared folder system with robust security measures. 5. Regular Check-ins: We highly value ongoing communication and will schedule monthly meetings to discuss your business progress and financial reports. These meetings are crucial for staying aligned and making informed decisions. 6. Always Here for You: Your peace of mind is our priority. We're available for phone calls, texts, or emails anytime—day or night. Whatever your concern may be, we're here to help whenever you need us.
- What education and/or training do you have that relates to your work?
We have a solid educational background and extensive professional training, which is essential for providing expert bookkeeping services. With over 26 years of experience in the finance sector, we bring a rich history of knowledge and expertise. We have proficiency in most widely used accounting software in the financial industry. Additionally, we are proud members of the National Association of Certified Bookkeepers and the American Institute of Professional Bookkeepers, both of which uphold the highest standards in our field. Furthermore, we are certified IRS Return Originators, allowing us to handle sensitive tax preparation tasks with professionalism and compliance. This certification involves passing a comprehensive IRS test, completing annual continuing education courses, and adhering to strict ethical standards.