FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the services needed and the size and complexity of your business. I provide a clear quote upfront, so you know what to expect before getting started. There are no hidden fees, and I’m happy to discuss your needs and find the right level of support for your business.
- What is your typical process for working with a new customer?
I start with a conversation to learn about you, your business, and what you need help with. From there, I’ll review your current bookkeeping file and identify what needs to be cleaned up, organized, or maintained. I’ll explain what I recommend and provide clear pricing before we get started. Once we’re working together, I stay hands-on and available, so you always have someone who knows your business and is there when you have questions.
- What education and/or training do you have that relates to your work?
I have 23 years of hands-on experience working directly with small-business owners and managing their bookkeeping and financial needs. Over the years, I’ve continued to expand my knowledge through ongoing education, training, and experience with QuickBooks, payroll, financial reporting, and the day-to-day accounting needs of small businesses. My experience has given me a practical understanding of what business owners need to keep their books accurate, organized, and up to date.