FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is customized to your needs. Accounting services are not one size fits all and many areas in Thumbtack require a price to be listed but don't really reflect the work the client is seeking. Most of my pricing is project based rather than by the hour. My pricing is fully transparent and you will have a detailed listing of services included in the scope of work. Monthly Bookkeeping services starting from $250/month
- What is your typical process for working with a new customer?
I like to start with a short discovery phone call to get to know each other and make sure my services fit your needs and also that you fit my customer profile. This call can be anywhere from 5 minutes to 45 minutes depending on your needs and availability. I typically work fully remotely and find that it saves my clients a ton of time and effort. We work together through a secure online portal which allows for messaging and file sharing. I don't take on more new clients than I have the bandwidth to provide stellar service to.
- What education and/or training do you have that relates to your work?
I earned my Bachelor's Degree in 2013. I was an accounting/finance executive for nearly 10 years in the healthcare and construction industries primarily. I have years of experience in roles such as Controller, Chief Financial Officer, and Executive Director. I am a Certified Management Accountant as well as a Certified Exit Planning Advisor.