What is your typical process for working with a new customer?
I find out what accounting, bookkeeping, and financial management software they currently have. I 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 also am a member of several Intuit communities (Accountants, Quicken, TurboTax, Point of Sale and read and answer questions posted by users. I go through about 30 Continuing Education hours a year to stay abreast even though they are not required to keep my certifications current. I also do the same on LinkedIn and Biznik.
Do you have a standard pricing system for your service? If so, please share the details here.
I charge a flat rate per hour with a one hour minimum for any program within the City of Seattle and North or East King and South Snohomish Counties. I reserve the right to charge for travel time depending on your location and the number of hours I work with you that day.
I also offer an unlimited QuickBooks financial (Pro, Premier (basic features only), Online, or Mac) or Quicken set up, review, and support plan for a variable rate depending on the software you are using plus mileage at the standard IRS rate (currently 57.5 cents a mile in 2015) to select customers.
How did you get started doing this type of work?
I used to use it when I was the Operations and Office Manager for an architectural firm here in Seattle. I got so good at it that other office managers would ask me for help with payroll and report issues. Later, I was asked to speak at a national convention.
What types of customers have you worked with?
Most of my clients need help setting up their company or personal data files. The rest have been using it for several years and are facing problems with inventory, payroll, report generation or the owner has decided to downsize their staff and realizes that they don't know how to use the program effectively.
Describe a recent project you are fond of. How long did it take?
I showed an 75 year old man who was president of his condo association (I'm on the board of mine) how to create invoices for the HOA dues, receive the payments, make sure that they went into the right bank account, and produce reports for the board. I customized his program so only certain toolbars would shop up on his home screen and that it would back up when he was done.
What advice would you give a customer looking to hire a provider in your area of work?
Make up a list of questions, problems you are having, and what you want to achieve or accomplish. Tell us what your skills are in accounting, bookkeeping, and computers. Ask us what we can probably do for you. Send us an e-mail.
What questions should customers think through before talking to professionals about their project?
Clients need to understand that computers and accounting, bookkeeping, and financial management as well as operating systems and related programs are constantly changing. As a result, sometimes, things don't work. It also helps that you are up to date with all of your OS and related program updates. You should manually update once a month.