FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My monthly bookkeeping charges are affordable, flat rate ,and start from $200 and scale up based on the type of service needed. Cleanup projects are priced separately depending on how many months back work or how much work is involved. Pricing is always upfront and there will be no surprise invoices.
- What is your typical process for working with a new customer?
We usually start with a call to understand your business and what you need help with. Then, I review your current bookkeeping setup (if they have one) or help you setup one on QuickBooks and recommend the best way to organize your books. After that, I set up or clean up your books and make sure everything is running smoothly. I also provide support and answer any questions you have along the way, so you feel confident and in control of your finances.
- What education and/or training do you have that relates to your work?
I have a Bachelor's degree and I'm a certified QuickBooks Online ProAdvisor. I've also worked with startups and small businesses to help them set up and manage their books. My education, training, and experience all help me do this work effectively.