FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
As a CPA offering bespoke services, it's important for clients to understand that my pricing is tailored to accommodate their unique needs and workloads. Every client's situation is different, and I aim to provide personalized solutions that meet their specific requirements. My pricing structure considers factors such as the complexity of the work, the scope of services needed, and the level of urgency required for completion. I prioritize responsiveness and understand the importance of addressing client needs promptly. While I don't offer blanket discounts, I am committed to ensuring fair and transparent pricing that accurately reflects the services' value. Clients can trust that they receive a rate that reflects the high-quality, customized assistance they deserve from a CPA. Ultimately, I aim to establish long-term partnerships built on trust, reliability, and mutual respect.
- What is your typical process for working with a new customer?
My typical process for working with a new customer begins with an initial consultation. I believe in the power of direct communication, so I prefer to schedule a phone call or virtual meeting where we can discuss the client's needs in detail. During this consultation, I take the time to listen carefully to the client's requirements, challenges, and goals. Understanding their unique situation allows me to tailor my services to best meet their needs. Once we've established a clear understanding of the scope of work, I provide a transparent explanation of my fee structure. I believe in upfront communication about pricing to ensure there are no surprises down the line. This discussion also allows the client to ask any questions they may have regarding pricing or the services I offer. If the client agrees to move forward, we begin the process of onboarding. This typically involves gathering necessary information, setting expectations, and outlining the timeline for the work ahead. I strive to make this process as smooth and efficient as possible, so the client can start experiencing the benefits of working together without unnecessary delays. By prioritizing open communication, understanding the client's needs, and providing transparent pricing, I aim to establish a strong foundation for a successful partnership from the very beginning.
- What education and/or training do you have that relates to your work?
With over a decade of experience in the bookkeeping industry, I've honed my skills and expertise to become a specialist in this field. While many CPAs may diversify their services, I've deliberately chosen to focus exclusively on bookkeeping. Throughout my career, I've pursued continuous education and training specific to bookkeeping practices, regulations, and technologies. This ongoing commitment to professional development has equipped me with the knowledge and skills necessary to provide exceptional service to my clients. Additionally, my status as a Certified Public Accountant (CPA) underscores my dedication to upholding the highest standards of integrity, professionalism, and ethical conduct in my work. This designation demonstrates my comprehensive understanding of accounting principles and regulations, further enhancing the quality of service I deliver to my clients. By specializing in bookkeeping and investing in ongoing education and training, I ensure that I remain at the forefront of industry best practices and advancements. This enables me to offer my clients the most effective solutions tailored to their unique needs.