FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have package pricing for monthly services. I can customize packages to fit the clients needs. I also charge hourly for clean up work work, catch up work and Quickbooks set-up. If a package is not suitable for your needs I will charge you hourly.
- What is your typical process for working with a new customer?
My process is to schedule a consultation either via phone call or zoom. We will go over specific details of your needs, wants and must haves to make sure your bookkeeping is done accurately. Then we will discuss rates and which package fits your needs your needs or if I charge your hourly. Once we figure out all the details I will send you an engagement letter, invoice or monthly bank draft form. Once I receive them back signed and receive payment I can get to work on your books.
- What education and/or training do you have that relates to your work?
I am a Certified Pro-Advisor for Quickbooks.