FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I pride myself on being able to work directly with clients. Depending on the status of your current books - I will work to customize a plan for you that will fit within your budget.
- What is your typical process for working with a new customer?
After our initial consultation and our terms and services are completed, you will receive a welcome packet with instructions on how to share your books with me. We will schedule a kickoff call and go through step by step our plan for getting your books organized and up to date.
- What education and/or training do you have that relates to your work?
Current PTIN through the IRS for tax filing Quickbooks Pro Advisor for Desktop and Online Certified Quickbooks Bookkeeper