What should the customer know about your pricing (e.g., discounts, fees)?
We offer group financial coaching that starts at $350 for minimum of 5 attendees; our business expansion coaching begins at $1500 for most owners. Bookkeeping quotes are offered after your free consultation by phone.
What is your typical process for working with a new customer?
Financial Coaching is 10 live classes for 1.5 hours one night each week; Bookkeeping clients are offered a free phone consultation to discuss your needs and how we can make cents4you!
What education and/or training do you have that relates to your work?
We train over the minimum requirements by AICPA and the TSBPA, we take up to 30 hours of continuing education per year.
How did you get started doing this type of work?
Back in high school, our founder took an accounting course and has not stopped since then! She has a masters degree in accounting and 25+years of experience.
What types of customers have you worked with?
For bookkeeping we work with small business owners with less than 25 employees; for financial coaching we work with families or individuals usually through groups of 5-10 attendees; we also offer business coaching for 1 person entrepreneurs seeking to expand their team.
Describe a recent project you are fond of. How long did it take?
Recently we enjoyed making cents4you with a new family...both self employed, where we reconciled the data to create bookkeeping reports which assisted in their tax preparation by another provider. It was a four day project for two years of data.
What advice would you give a customer looking to hire a provider in your area of work?
Seek out choices - not all firms offer the same customer service, professionalism, and prices. The old saying...You get what you pay for does not always ring true, don't overpay!
What questions should customers think through before talking to professionals about their project?
What are the company's values, mission, and agreement terms? Do they match your own life values? Are they working in your best interest or their bottom line?
Remember we are not boring people, we love our jobs, we are committed, we are detailed, we over analyze; but sometimes, we just have fun!