FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer monthly fixed-price bookkeeping packages tailored specifically to our client's needs.
- What is your typical process for working with a new customer?
1. Schedule a Discovery Call: Take a moment to answer a few short questions about your business. During our meeting, we'll delve into your business goals and needs to ensure we're on the same page. 2. Our First Meeting: Connect via Zoom Video Chat to get acquainted and discuss how we can support your business when you become a client. 3. Diagnostic Review: We'll review your QuickBooks online file to determine if a clean-up, or catch-up is necessary; you will receive report along with a proposal outlining our recommended plan of action and a proposal with monthly fixed-price. 4. 2nd Meeting: we will go over the findings on the Diagnostic Review and the monthly fixed-price proposal for our services. Once you've reviewed and signed the proposal and engagement agreement, we'll schedule an onboarding date and begin setting you up in our system. 5. Getting Started: We'll kick off by setting up, cleaning up, and catching up on your financial records. Throughout this process, we'll stay in touch regularly, ensuring we have all the necessary accounting information to support your business effectively. 6. Monthly Services Commence: Once the cleanup is complete, we'll officially begin our monthly services, providing ongoing support to keep your finances in order.
- What education and/or training do you have that relates to your work?
QuickBooks Online ProAdvisor Gusto Payroll Certification Business Administration