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Current Top Pro
Hired 34 times
2 years in business
(Eastern Time Zone)
7:00 a.m. to 9:00 p.m.
Credit card, Cash, Venmo, Paypal, Square
Currently a Top Pro
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Jul - Dec
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Rachel is amazing! I use QuickBooks Online and had hit several stumbling blocks. Rachel patiently worked with me to understand my situation and figure out how to solve the problems. I know that I will reach out to Rachel again when I need help with accounting issues.Apr 30, 2018Verified
I clearly see their responsibilities expanding with our company. Our company is beginning to grow very rapidly, and I feel confident that we can take on the new challenges with Bottle Cap Bookkeeping being a part of it.Jan 28, 2018Verified
QOct 13, 2019Verified
Individual Tax Preparation
My experience with Bottle Cap Bookkeeping was convenient, easy and very professional. I highly recommend this business to everyone!Aug 25, 2019Verified
Personal Financial Planning
I had 90mins conversation with Rachel, she is knowledgeable and professional.Jul 19, 2019Verified
License Type: Enrolled Agent (IRS) (NC)
- What should the customer know about your pricing (e.g., discounts, fees)?Except in the case of business consulting and taxpayer representation, I charge by the project instead of by the hour because I feel it allows greater trust and flexibility on both sides. And any clients in financial need can always feel free to contact me to make alternate financial arrangements. It's far more important to me to keep clear lines of communication open with my clients than to keep strict policies of payment requirements. I believe mutual trust is essential.
- What is your typical process for working with a new customer?The most important part of my process is to make sure I understand your own values and priorities. It is not my job to judge your choices; it's my job to help you attain your personal or business goals through realistic planning and execution, and give you the best advice possible based on my knowledge and expertise.
- What education and/or training do you have that relates to your work?I am an Enrolled Agent, which is a person qualified to represent taxpayers before the Internal Revenue Service (think of it as a tax preparer on steroids, but less angry). I also hold a bachelor’s degree in Accounting, and I am a QuickBooks Online certified ProAdvisor.