FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe in transparency and value, which is why we offer flat monthly rates rather than unpredictable hourly billing. This ensures you never have to worry about a "surprise" bill. For new clients, we offer a complimentary diagnostic review of your current books to identify any immediate obstacles. If you have backlogged books, we provide custom "Catch-Up" packages to get you current and confident as quickly as possible.
- What is your typical process for working with a new customer?
Our process is designed to give you instant relief. It starts with a Discovery Call to understand your specific needs. Next, we perform a Diagnostic Review of your existing records. Once we have a clear picture, we handle the secure digital onboarding and bank integrations. From there, we move into a monthly rhythm of reconciling accounts and providing you with the clear financial reports you need to make winning business decisions.
- What education and/or training do you have that relates to your work?
I have undergone rigorous training and testing to master the industry’s leading cloud accounting software. My background is rooted in financial management and organizational systems, ensuring that every entry is not just a number, but a piece of a larger strategy for your business's health.