- What should the customer know about your pricing (e.g., discounts, fees)?
I am a Quickbooks Online Certified ProAdvisor, which means if a potential client is looking to switch to Quickbooks Online, they will be eligible for QBO wholesale pricing on the software (50% discount) if I handle their books.
- What is your typical process for working with a new customer?
Typically, the first consultation is free! It would be a conversation about what the current challenges are for the potential client and what they want to improve. From there, I will have a better idea of how I can help them streamline their processes.
- What education and/or training do you have that relates to your work?
Earned a B.S. in Accounting Quickbooks Online Certified ProAdvisor Xero Certified Advisor 15 years experience in bookkeeping and accounting