FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Prices vary, services are quoted to tailor the needs of each client
- What is your typical process for working with a new customer?
1. Schedule a discovery call. We will discuss client needs and struggles with bookkeeping. 2. Invite me as an accountant to your QuickBooks Online. 3. Books will be evaluated to provide a diagnostic report. 4. A proposal, engagement letter and invoice will be sent to start services.
- What education and/or training do you have that relates to your work?
Earned an Associates degree in accounting and a Bachelor's degree in business management. I have been an accounting clerk (receivable/payable), processed payroll, bookkeeper and office manager for past employers in construction, medical, insurance, real estate and more.