FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is flexible and based on the level of support your business needs—whether that’s a one-time QuickBooks setup, a cleanup project, or ongoing monthly bookkeeping. I don’t believe in one-size-fits-all solutions, so I’ll work with you to design a plan that makes sense for your goals and budget. For a limited time, I’m offering introductory pricing for new clients as I grow my Thumbtack presence. It’s a great way to get professional bookkeeping support at a reduced rate while we build a long-term working relationship.
- What is your typical process for working with a new customer?
I like to start with a complementary initial conversation where we talk through your goals, pain points, and what you’d like to get out of your bookkeeping. This helps me understand your business and where I can add the most value. From there, I’ll recommend a customized plan and walk you through the setup—whether that’s organizing your QuickBooks file, cleaning up past transactions, or building a clear process for ongoing bookkeeping. Once we establish the foundation, we’ll put formal systems in place so your books stay accurate and up to date each month. My goal is to make the process straightforward, collaborative, and tailored to your needs
- What education and/or training do you have that relates to your work?
I am a licensed CPA with a professional background in banking and accounting. In addition, I’m a Certified QuickBooks ProAdvisor (Levels 1 and 2), which means I’ve completed advanced training and testing directly through QuickBooks to provide expert setup, cleanup, and ongoing support.