FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Flat monthly pricing—no hourly billing Customized based on transaction volume and needs No long-term contracts Add-ons (sales tax, catch-up work, reporting) priced upfront One-time cleanup fee may apply for prior periods No hidden fees—everything is clearly outlined before we start
- What is your typical process for working with a new customer?
Discovery call: Quick call to understand your business and needs Custom quote: Flat monthly price based on scope and volume Onboarding: Secure document setup and account access Cleanup (if needed): Get books current and accurate Ongoing service: Monthly bookkeeping, reconciliations, and reports Communication: Simple, consistent updates so you always know where things stand
- What education and/or training do you have that relates to your work?
I have been working in the accounting and bookkeeping industry since 2012, building hands-on experience supporting small businesses with accurate, reliable financials. I am an IRS Enrolled Agent (EA), which provides a strong foundation in tax compliance and reporting. My background includes bookkeeping, financial cleanup projects, and preparing CPA-ready financial statements. I also complete ongoing continuing education to stay current with tax rules and industry best practices.