FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The rate in my quote is my Retainer Rate. I typically charge a higher rate for one-off or project-related work and then a lower retainer-based fee when we agree for me to help on a regular, ongoing basis (e.g. weekly, monthly, etc.).
- What is your typical process for working with a new customer?
Setup a personal meeting, whether face-to-face or by phone (or even video chat), which allows us to further explore the potential for working together. If there is a good "fit", then we develop a game plan begin to implement it as soon as the client is ready!
- What education and/or training do you have that relates to your work?
I have a Bachelor's Degree from the University of San Diego, which I graduated from in 2001. From 2002-2008, I ran my own small business where I handled all aspects of the financials while running the company. In 2008 I transitioned to helping small businesses with their accounting needs, and I have been enjoying that ever since!