FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We primarily use flat-rate pricing for clean-ups and catch-up work based on the scope (how many months, number of accounts, and complexity). That keeps it predictable—no hourly surprises. After a quick review, we provide a clear quote and timeline upfront. Ongoing monthly bookkeeping (if needed) is priced separately based on volume and support level.
- What is your typical process for working with a new customer?
DFS uses a streamlined, firm-style onboarding process: 1. Secure intake – New clients enter through our secure client portal to share basic details and upload documents safely. 2. Quick review + scope – We review what’s needed (how far behind, accounts involved, deadlines). 3. Clear plan + flat-rate quote – You receive a scope, timeline, and flat-rate price before work begins. 4. Clean-up & reconciliation – We reconcile accounts, correct categorization, and address any issues we find. 5. Review & deliverables – We deliver clean books plus clear reporting (P&L, balance sheet, and supporting notes as needed). 6. Ongoing support (optional) – If you want monthly bookkeeping after clean-up, we can set that up. Throughout the entire process you get direct communication, step-by-step guidance, and secure document sharing inside the portal.
- What education and/or training do you have that relates to your work?
I have an accounting degree along with 5+ years of hands-on experience in QuickBooks-focused bookkeeping, clean-ups, reconciliations, and tax-ready reporting. I also built a strong foundation through my work at Intuit QuickBooks, where I worked directly with clients and handled real bookkeeping issues at scale.