FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are based on number of bank and credit card accounts and transactions that will reviewed or maintained.
- What is your typical process for working with a new customer?
Steps to start: 1) Set up phone or video call 2) Choose one time service or Monthly service 3) Share Quickbooks file, if applicable 4) Sit back and let us get your financials in order!
- What education and/or training do you have that relates to your work?
I have over 20 years experience in all aspects of bookkeeping: file clean ups, accounts payable/receivable, monthly bank and credit card reconciliation, annual tax prep work for your tax professional.