FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our target customers are small business owners. Given that we focus on keeping our pricing affordable and easy to predict/budget. Our pricing packages are based on the number of transactions you have each month, not just a flat hourly rate that’s hard to predict and budget for.
- What is your typical process for working with a new customer?
The first step is a Discovery Call. The purpose of this call is to get to know the client and their business. This is how I learn about their passion, why they are doing what they are doing and ways I can help them get insight to their business, as well as what reports would be beneficial, etc. The next step is the Deep Dive. This is where I ‘jump in’ to all of your accounts, files and receipts. I’m entering and organizing all the information you gave me into my systems and building the first set of reports for your business. While doing this, I keep open communication with you and we develop a workflow for collecting and reporting information. We use sophisticated automation tools to help us collect and track your data, as well as keep it safe and secure. The next step is Maintenance Mode. I’ve collected and entered all of your information. I’ve provided you with a first set of reports. We’ve gone over the reports and made any adjustments you desire, helping you get an even better insight into your business. We have a ‘system’ for collecting, entering and reporting your information on a monthly basis. At the beginning of each month we have a one-on-one call to go over the previous month’s reports and answer any questions. We use sophisticated tools with which you collect your receipts, make any required notes on them, then using your phone you take a picture of your receipts and send them to us. We have tools that link to your online accounts and pull statements each month (they can only pull statements, they can’t access or spend in any other way). Using our automation tools allows us to minimize the time you spend collecting and sending us information, as well as the amount of time we spend entering and organizing the information. This helps us keep the costs lower, making our services more affordable for small businesses owners.
- What education and/or training do you have that relates to your work?
See the next question as to how I got started for part of this answer. I’ve been doing this successfully for 12 years. I am QuickBooks certified, which requires me to take continuing education and update classes every year. I take federal and state tax preparation update classes every year.