FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe in 100% transparent, flat-rate pricing—never unpredictable hourly bills. Our monthly packages start at $298/month, which includes your QuickBooks Online subscription, full monthly bookkeeping, and W-2 owner payroll. Historical clean-ups are priced at a predictable flat fee based on the volume of work. No hidden charges, no surprise invoices.
- What is your typical process for working with a new customer?
1. Discovery & Free Diagnostic: We start with a quick 15-minute call or a free QBO diagnostic review to look at your current setup. 2. Easy Onboarding: We send a secure digital service agreement and a quick onboarding checklist to connect your accounts. 3. Cleanup / Catch-up: If your books are behind, we complete a full historical audit to bring everything up to date. 4. Ongoing Execution: We deliver clean, monthly financial statements, handle payroll seamlessly, and maintain a 24-hour response guarantee.
- What education and/or training do you have that relates to your work?
I bring over 15 years of experience in financial operations, commercial lending, and business accounting. I am a Certified QuickBooks Online ProAdvisor with deep expertise in entity optimization, automated payroll systems, job costing, and institutional financial reporting.