FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My services are fixed-fee! No hourly billing, no surprise invoices. Every engagement starts with a short questionnaire and a free 20-minute consult, so I can make sure The First Look is the right next step before you pay anything. The First Look itself is $400, a paid diagnostic session where I review your actual financials and tell you exactly what's going on. That $400 credits in full toward any project we do together, as long as it's booked within 90 days, so you're not paying it on top of anything. Project fees beyond that are scoped based on what I find, not estimated in advance.
- What is your typical process for working with a new customer?
Every new client relationship starts the same way, with a conversation, not a contract. Step 1: You reach out and I send you a short questionnaire. Takes about 5 minutes. Helps me understand your situation before we connect. Step 2: If it looks like a fit, I'll set you up with a free 20-minute consult, phone or video. No pitch, no pressure — just a real conversation so I can understand your situation and point you toward the right next step. Step 3: If The First Look is the right starting point, that's a 90-minute diagnostic session ($400) where I review your financials and give you a clear picture of what's going on and what I'd recommend. Step 4: Within 48 hours of The First Look, I send you a written report with my findings and recommendation. If a larger project makes sense, your $400 credits toward it in full, as long as it's booked within 90 days. You will never be handed off to someone else. I lead every engagement personally.
- What education and/or training do you have that relates to your work?
BS in Accounting - St. Johns University MBA in Accounting and Finance - Keller Graduate School of Management QuickBooks ProAdvisor - Advanced Online certified Xero Partner Sage Intacct AR Specialist 14+ years in financial management across fashion, nonprofits, SaaS, and mid-tier businesses and corporations.