FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge a flat rate each month so you’ll never be surprised by your bill. Every business is unique, so I’ll need to look at your books to give you a quote. But to give you an idea, monthly services average $475/month & quarterly $250/month.
- What is your typical process for working with a new customer?
Congrats, you've made a wonderful step towards getting your books together and understanding your business better! Now, we need to set up a time for your free consultation. Our consultation will be done via phone and generally lasts about 30 minutes. We'll talk about your business, goals, fears, frustrations, etc. I want to get to know you & your business as well as see if we'll be a good fit to work together! If we both decide we'd like to move forward with a proposal, I'll need view-only access to your cloud accounting software as well as some other documents. I'll take a look at where your books are currently and send you over a proposal outlining the services I'd be performing and your unique quote. If you're satisfied with the proposal, you'll sign an engagement letter, pay, and I'm off to work! I know it sounds like a lot of steps, but it's important to get started off on the right foot for what I hope will be a long-term relationship!
- What education and/or training do you have that relates to your work?
I have a bachelor's degree in accounting as well as several years' experience at a CPA firm. There I did a little bit of everything - preparing personal and business tax returns, assisting with payroll, and of course bookkeeping.