FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I accept hourly projects, but I usually prefer to enter into a monthly fixed fee relationship with a 30-day termination provision with my clients. If we enter into a monthly relationship, I also offer a 30-day satisfaction guarantee where you don't pay if you are not satisfied.
- What is your typical process for working with a new customer?
I will meet with the client via zoom to understand the business and bookkeeping needs. During the month, we will interact often via email or our project management platform. Lastly, we will meet to review the client's monthly financials.
- What education and/or training do you have that relates to your work?
I have approximately 20 years of corporate finance and accounting experience. In industry, I have held positions such as VP Finance and Head of Financial Planning & Analysis. I am also a Certified Management Accountant. I want to use my expertise to help small business owners.