FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is customized based on the specific needs of each business. I offer both monthly bookkeeping packages and project-based pricing for cleanup, catch-up and QuickBooks setup services. Pricing is based on factors such as transaction volume, number of bank and credit card accounts, payroll, sales tax requirements and the overall complexity of the books. I offer a free initial consultation to discuss your bookkeeping needs and provide clear pricing before any work begins. My goal is to provide fair, transparent pricing with no surprises.
- What is your typical process for working with a new customer?
I begin with a free consultation to learn about your business, your current bookkeeping system and the specific services you need. I review how your books are currently being handled, discuss any concerns or problem areas, and determine whether you need ongoing monthly bookkeeping, cleanup or catch-up services, QuickBooks setup, or other bookkeeping support. Once I understand your needs, I provide a clear scope of services and pricing. If we decide to work together, I obtain secure access to the necessary accounts and documents and begin organizing and reviewing your books. Communication is very important to me. You work directly with me throughout the process, and I keep you informed of any questions or issues I identify. My goal is to make the transition simple and provide accurate, reliable bookkeeping you can feel confident about.
- What education and/or training do you have that relates to your work?
I bring more than 40 years of hands-on bookkeeping and legal experience to my work. Throughout my career, I have managed bookkeeping, financial records, reconciliations, payroll, payroll taxes, sales tax and attorney trust accounting for businesses and law firms. I am experienced in QuickBooks Online and have completed QuickBooks ProAdvisor training. My extensive paralegal background has also provided me with decades of experience working with detailed financial and legal records where accuracy, organization, confidentiality and attention to detail are essential. My greatest training has come from more than four decades of real-world experience managing financial records, solving bookkeeping issues and helping businesses maintain accurate and organized books.