FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Discounts are available now depending upon the size of the business. Pricing is determined by the average number of transactions per month; by the number of credit cards, checking accounts, and loans per QBO account; and if you need accounts payable and receivable services. Payroll services depend on the software used, the number of employees, and the frequency of running payroll.
- What is your typical process for working with a new customer?
My typical process in beginning to work with clients is to gather data needed from you such as read only access of their credit cards and bank accounts, gather your liability information, sales tax ID if applicable, payroll information if applicable, obtain the W4 and I-9 on each employee if applicable, and entity formation documents. Then dependent upon the services you have requested, create your QuickBooks Online setup, perform monthly bookkeeping services, and any catchup or cleanup services.
- What education and/or training do you have that relates to your work?
I am QuickBooks Online Advanced and Payroll Certified. My education includes a Bachelor of Science in Business Administration majoring in Business Information Systems. My Master of Business Administration has an emphasis of finance and accounting. I additionally obtained the Project Management Professional certification.