FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I believe in transparent, value-based pricing rather than watching a clock, so I typically work on a fixed monthly retainer customized to your specific business volume. This means you always know exactly what to expect—no surprise fees, no hidden costs, and no billable-hour anxiety.
- What is your typical process for working with a new customer?
We start with a casual, zero-pressure discovery call to look at your current setup and talk about your goals. From there, I perform a thorough diagnostic look at your books (if you have existing ones) to see exactly what needs tuning up. Once we agree on a game plan, I handle the heavy lifting of onboarding, setting up secure workflows, and streamlining your processes so you can hand over the numbers and get back to growing your business.
- What education and/or training do you have that relates to your work?
I back up my practice with intensive professional training and deep ecosystem expertise. I hold formal Intuit bookkeeping training alongside a suite of advanced certifications, including QuickBooks Online ProAdvisor Level 2, QBO Enterprise, and QBO Payroll. I keep my skills razor-sharp so your financial records are always compliant, accurate, and optimized.