FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
- Free consultation - Monthly Bank and Credit Card Reconciliations - Set-up if new to QuickBooks Online, including Chart of Accounts - Pricing includes monthly review of P&L and Balance Sheet Reports Note: Our fee structure includes working with your tax person to ensure they have all info and reports needed at tax time for you.
- What is your typical process for working with a new customer?
Discuss needs and fit on the phone. Free consultation to meet, greet and get to know customer needs. Sign an Engagement Agreement so we are on the same page about expectations. Start clean up and set up QuickBooks Online subscription for customer. Dig in and start monthly service.
- What education and/or training do you have that relates to your work?
Rich McCrary is a degreed Accountant, also holding a Business Degree. He is experienced and detail oriented. Expertise includes: Accounting and Financial Reporting Loan Ammortization schedules QuickBooks Certified Online QuickBooks Payroll Working with CPAs to ensure your highest possible tax return benefits Laura McCrary has over 30 years of Payroll and Human Resources experience. PPP Forgiveness Applications process QuickBooks Online Certified Bookkeeping expertise Human Resources Payroll Certified