FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We provide a discount for Thumbtack clients.
- What is your typical process for working with a new customer?
I conduct a 30 minute free consultation to determine if your needs and my services are a fit. If so, we will walk through a check-list of questions allowing me to gather enough information to provide a proposal. My proposal will contain two estimates: 1. A one time estimate to catch-up / clean-up your books and make sure all historical data is correct and in 'best practice' format (*If required*). 2. An ongoing monthly fee to support your specific needs.
- What education and/or training do you have that relates to your work?
I have a Bachelor of Science in Accounting and multiple certifications. I take over 60 credits of continuing education a year to stay current.