- What should the customer know about your pricing (e.g., discounts, fees)?
Every business I work with has different needs. So I don’t offer a “one size fits all” price to my clients. The price I offer is based solely on the needs that my clients have. You will always know the price you will be paying, since I provide a monthly rate instead of charging hourly. I offer free consultations though, so that you and I can determine if we would work well together.
- What is your typical process for working with a new customer?
Usually I start off with a free consultation to determine their needs. After we have agreed to work with each other I will send over my Bookkeeping Agreement as well as a questionnaire about their company and needs. From there I will get started with reviewing their books as is, making suggestions and giving advice on how they can take advantage of their accounting software.
- What education and/or training do you have that relates to your work?
I am currently two years into getting my Bachelors degree in Business Management and Accounting. Besides my formal education I have also worked with a few accounting firms and have taken courses related to the accounting software I use to become a certified advisor.