FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is transparent and flat-rate, based on monthly transaction volume and complexity. No hourly billing. No surprise fees. Cleanup or catch-up work is quoted upfront. Discounts are available for nonprofits and long-term monthly clients.
- What is your typical process for working with a new customer?
Free financial health check Review current books, accounts, and pain points Fixed monthly proposal Cleanup (if needed) Ongoing monthly bookkeeping with CPA-ready reports
- What education and/or training do you have that relates to your work?
’m a Finance major at Baruch College and a QuickBooks ProAdvisor. I’ve personally processed and managed over $3M in client transactions across multiple industries, with a strong focus on accuracy, compliance, and clarity.