FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
On going monthly bookkeeping services for customers on Quickbooks are a fixed monthly fee. Clean-up work is charged at an hourly rate. The hours required to keep your books depend on a few factors such as the number of transactions and the number of accounts to reconcile.
- What is your typical process for working with a new customer?
After an initial consultation, I will look at their books and determine how much time it may take to work with them initially. Then, I will estimate the monthly fee and provide the customer with an engagement letter. I ask that new customers pay a retainer as well.
- What education and/or training do you have that relates to your work?
Bachelors degree in Finance from William and Mary and a Masters Degree from James Madison University. I started my career in public accounting at KPMG and have been working in various corporate accounting roles since.