FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the scope and complexity of the work. Monthly bookkeeping is typically a flat monthly fee, while one-time projects or tax-related support are quoted individually. I don’t offer blanket discounts, but I’m transparent about pricing upfront so there are no surprises.
- What is your typical process for working with a new customer?
I start with a short conversation to understand your situation and what you’re trying to solve. From there, I review your current setup, outline what’s needed, and confirm next steps before any work begins. Once we’re aligned, I handle the execution and keep communication clear throughout.
- What education and/or training do you have that relates to your work?
I hold a bachelor’s degree in accounting and have over 10 years of experience across public and private accounting environments. My background includes working alongside CPAs and supporting small businesses with bookkeeping, financial organization, and tax preparation support. I’m an IRS-authorized tax preparer (PTIN holder) and focus on accuracy, consistency, and clear reporting.