FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the scope and complexity of the work. The prices shown are starting prices, and I provide clear pricing before work begins. Additional fees may apply for bookkeeping cleanup, complex tax situations, multiple entities or states, and other services outside the original scope. My goal is always to provide accurate, professional service at a fair and transparent price.
- What is your typical process for working with a new customer?
I start with a consultation to learn about you or your business, understand your current situation, and identify what you need. From there, I review the available records and recommend the best approach. Once we agree on the scope and pricing, I provide a clear list of what I need and keep you informed throughout the process. Communication and responsiveness are very important to me.
- What education and/or training do you have that relates to your work?
I am a QuickBooks ProAdvisor and participate in the IRS Annual Filing Season Program (AFSP). I have extensive hands-on experience in bookkeeping, accounting, payroll, tax preparation, financial reporting, QuickBooks cleanup, and business operations. I also regularly complete continuing education and professional training to stay current with accounting, tax, and QuickBooks requirements.