FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the scope of services and volume of transactions. I offer clear, competitive rates with options for hourly or fixed monthly fees. Discounts can be considered for ongoing, long-term clients. Any extra fees for complex or out-of-scope work will be communicated upfront.
- What is your typical process for working with a new customer?
My process begins with deeply understand your specific personal and/or business financial needs and review your current financial situation. After that, I will provide a clear, customized plan for your bookkeeping and tax filing strategy. Using a secure online portal, we will collect all necessary financial documents and information to ensure a smooth and efficient start. Long-term Bookkeeping clients: I will handle the day-to-day bookkeeping, providing you with regular updates and clear communication. Throughout the year, I focus on proactive tax planning to maximize your deductions and minimize your liabilities. When tax season arrives, your records are already organized and ready, making filing seamless and stress-free. My goal is to serve as your dedicated partner, delivering practical financial solutions that allow you to focus on your business with confidence
- What education and/or training do you have that relates to your work?
I hold accredited credentials in bookkeeping and business tax filing, plus degrees and advanced master certificates in Business, Politics, and Risk Management. Intuit accreditations: Certified as a trained bookkeeper, tax planning strategist, cryptocurrency tax specialist, and business tax specialist, with up-to-date knowledge of current bookkeeping, tax practices, and filing.