FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer flat-rate pricing for both monthly bookkeeping and clean-up services, with rates varying based on the complexity and number of transactions. Project-based work is also flat-rate to provide transparency and predictability for my clients.
- What is your typical process for working with a new customer?
✔ Free Initial Consultation – We discuss your needs and financial goals. ✔ Proposal Submission – I provide a detailed breakdown of services and pricing. ✔ Engagement Agreement – Once the proposal is accepted, we sign an engagement agreement. ✔ Onboarding & Implementation – I set up or clean up your books, ensuring accuracy and compliance. ✔ Ongoing Support & Reporting – Monthly reports, reconciliations, and financial insights are provided.
- What education and/or training do you have that relates to your work?
I hold a B.S. in Accounting and have extensive hands-on experience in bookkeeping, tax strategy, financial management, and CFO services. I am QuickBooks-certified and have worked with various accounting software, ensuring businesses stay financially organized and compliant.