FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
For bookkeeping services I use a matrix using your transactions per month and the number of bank/credit card statements you have. My fees start at $200 per month. Tax preparation starts at $100 for a 1040 and $150 for a schedule C.
- What is your typical process for working with a new customer?
I like to discuss with them the project over the phone to get all the details. Then I put together a proposal based on our discussion.
- What education and/or training do you have that relates to your work?
I have 25 years of accounting experience before starting my own business. During my years as a bookkeeper, accountant, and tax preparer, I worked for a variety of companies, across several different industries. I started my career as a bookkeeper for the first 8 years. Then I transitioned to Senior General Accountant, Finally I became a Senior Cost Accountant 5 years ago.