FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is based on the scope of work—whether it's monthly bookkeeping, catch-up/clean-up, or special projects. I offer flat-rate packages for ongoing services, so there are no surprise fees. Discounts may be available for nonprofits and bundled services. We'll review everything up front so you know exactly what to expect.
- What is your typical process for working with a new customer?
I start with a free consultation to understand your business and bookkeeping needs. Then I review your current setup, provide a tailored proposal, and walk you through onboarding. Once we're set up, I handle the books and send you regular updates so you can stay organized and focus on growing your business.
- What education and/or training do you have that relates to your work?
I am a licensed CPA with a Master of Science in Accounting and over 20 years of experience in bookkeeping and financial reporting. My background spans nonprofits, and small businesses—so I bring both technical expertise and real-world understanding to every client I serve.