- What should the customer know about your pricing (e.g., discounts, fees)?
I am very flexible when it comes to pricing. Whether you prefer hourly, weekly, monthly or fixed price, I will do my best to accommodate
- What is your typical process for working with a new customer?
Phone call or zoom exploratory call Review our process, approach and pricing Email client a list of documents needed to get started (receipts, statements, etc) Set up a secured shared folder system Meet (remote or in-person) with client monthly to review business, bookkeeping and financial reports ****Available for phone calls, texts or emails anytime day or night
- What education and/or training do you have that relates to your work?
B.S. Business Management and Finance Over 20 years' experience in the finance sector Fully Certified QuickBooks ProAdvisor Fully Certified XERO bookkeeper ISO 9001 Process Certification Member of National Association of Certified Bookkeepers Member American Institute of Professional Bookkeepers