FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are reasonably priced for small business and entrepreneurs. We only charge you for the services you want.
- What is your typical process for working with a new customer?
We will have a meeting (online) to discuss the client’s needs, we offer a proposal, once accepted and paid, we conduct an onboarding call to get setup, then we get to work.
- What education and/or training do you have that relates to your work?
As the owner, I have an MBA and an MS in Accounting. I am Certified QuickBooks Online ProAdvisor. I have been a CFO of multiple companies in a variety of industries. I have been a college accounting instructor which was very rewarding. I am a certified coach and have been doing consulting, business coaching, and executive coaching for over 12 years.