FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing can be set up as a fixed monthly rate or hourly based on the scope of work and customer preference.
- What is your typical process for working with a new customer?
I do an initial consultation to find out the needs of the customer. I then put together a scope of work to present to the customer. The scope of work is used as a starting point and I then work with the customer to customize the needed services, timing, and cost.
- What education and/or training do you have that relates to your work?
I hold a Bachelor of Science in Accounting. I have completed certifications in both QuickBooks Online and Xero cloud-based accounting software. In addition, I have over 27 years of experience working in QuickBooks Destop.