FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Prices are base on the amount of billable hours to accurately upload, prepare and research all elements of the bookkeeping service.
- What is your typical process for working with a new customer?
Once contacted by the customer, I will reach out to learn more about the customers business.
- What education and/or training do you have that relates to your work?
I have over 12 years experience in financial services as a Financial Counselor, Investor Advisory Rep, and as a senior business analyst.