Dr. QuickBooks & Quicken - I make house calls
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge a flat rate per hour with a three consecutive hour minimum for any accounting, bookkeeping, or financial management program within the City of Seattle and North or East King and South Snohomish Counties. I charge for travel time both ways. I may waive it if we do an all day session. You may travel to me and use fewer minimum hours (two). I also offer an unlimited QuickBooks financial (Pro, Premier (basic features only), Enterprise if you purchase the product from me, Online, or Mac) or Quicken set up, review, and support plan for a variable rate depending on the software you are using, travel time, plus mileage at the standard IRS rate (currently 58 cents a mile in 2019) to select customers. Customers who need QuickBooks Online can get it from me for 50% off the first year, QuickBooks Pro, Premier, or Mac at my cost with an approved merchant account (monthly or no monthly fee or minimum), Point of Sale at a discount, and Enterprise for 20% off Intuit's price for 1-10 users and 12.5% for 11-30 with a no monthly fee or minimum approved merchant account.
- What is your typical process for working with a new customer?
I find out their complete contact information, look them up on review sites to make sure their are no ethics concerns, ask them what accounting, bookkeeping, and financial management software they currently have, and get a list of questions or goals they want to achieve.
- What education and/or training do you have that relates to your work?
Every year, I get recertified in the latest QuickBooks financial software and Point of Sale, Online, and Enterprise when they come out (usually every two years). I have been certified in Intuit's products since 2007. I also am a member of several Intuit communities (Accountants, desktop, online, TurboTax, Point of Sale, and others and read and answer questions posted by users. I also do the same on LinkedIn, Facebook, and specialty blogs. I go through about 30 Continuing Education hours a year to stay abreast even though they are not required to keep my certifications current.