FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is flexible and based on the complexity and size of your business. We offer monthly packages for basic bookkeeping and scale up depending on the number of accounts, transactions, or cleanup needed. We also offer custom quotes for one-time projects like QuickBooks cleanup or financial reports. No surprise fees — just clear, upfront pricing based on your needs.
- What education and/or training do you have that relates to your work?
5 years of general accounting, MBA in Accounting, and working under a licensed CPA to meet CPA license metrics
- What types of customers have you worked with?
We’ve worked with a wide range of customers — from independent truckers and small fleet owners to construction crews, retail shops, and self-employed professionals. Most of our clients are small business owners who need reliable monthly bookkeeping, payroll entries, and help staying organized for tax season. We also support bilingual (English/Spanish) clients, especially those who are more comfortable handling their finances in Spanish.