FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer a FREE 30-minute initial consultation. Our pricing is billable on an hourly basis.
- What is your typical process for working with a new customer?
Initially, we meet with our clients to determine what their needs are and challenges are to ensure we are going to be a good fit for their needs. We are financial people and treat our client's businesses like we would treat our own. We won't take on a client if we didn't feel we were up for the task and able to help the client.
- What education and/or training do you have that relates to your work?
I have a BSBA degree in Organizational Psychology and 25-year experience in Bookkeeping, Payroll, Payment Management, and Business Consulting. Our team are QB Pro-Advisors and we are an Authorized Intuit Reseller. In the past I have also worked for Intuit.