FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
One flat monthly rate based on your account count and transaction volume. No hourly billing, no surprise invoices. Catch-up cleanups are quoted flat before we start. Business tax returns are available through our licensed tax partner and quoted separately.
- What is your typical process for working with a new customer?
A quick intro call or a few questions by text. We review your current books, quote a flat price, and send a simple agreement. You connect your accounts once and we handle the rest. Books are closed monthly with a P&L and balance sheet delivered by the 10th.
- What education and/or training do you have that relates to your work?
QuickBooks Online ProAdvisor Certified, with years of experience supporting corporate accounting teams on general ledger, accounts payable, accounts receivable, fixed assets, and month-end close.