FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on each individual or business needs.
- What is your typical process for working with a new customer?
With new bookkeeping clients, I first have them to answer a detailed questionnaire to learn about their business. I will then request accountant access to their accounting software to review their books as is to make a decision on how to move forward.
- What education and/or training do you have that relates to your work?
I have a MS in Accounting and Finance. I am a Certified Public Bookkeeper through NACPB. I am a Certified QuickBooks ProAdvisor.