FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is based on the level of support your business needs. Every business is different, so I take into consideration factors such as the number of accounts, transaction volume, payroll needs, and overall complexity. After learning about your business, I’ll provide a clear quote so you know what to expect before we get started.
- What is your typical process for working with a new customer?
I like to start with a conversation. I want to learn about your business, what is working well, what is taking up too much of your time, and where you need support. From there, I’ll recommend a plan based on your needs and provide a clear quote. Once we decide to work together, we’ll organize the information and access needed and create a smooth process for moving forward. My goal is to make things easier, not more complicated.
- What education and/or training do you have that relates to your work?
I have a Bachelor’s degree in Accounting and an Associate degree in Business Administration, along with more than 20 years of experience working with small businesses. My hands-on experience includes bookkeeping, QuickBooks Online, payroll, banking, benefits, HR administration, and business operations. I believe the combination of education and real-world experience allows me to understand both the numbers and the day-to-day challenges business owners face.