FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My service pricing depends on the complexity and quantity of monthly transactions (Items on the bank statements). Please contact me to discuss pricing. You may also visit my website and schedule your free consultation.
- What is your typical process for working with a new customer?
Step 1: We will have an initial call to discuss your needs and determine if we are a good fit for each other. Step 2: We will then have a video call via Microsoft Teams to set up accounting software and complete other onboarding tasks. Step 3: You will receive your monthly financial statements, including profit and loss statements and balance sheets, through your online portal. Additionally, you will have unlimited support from an accountant via text, phone, and email.
- What education and/or training do you have that relates to your work?
I have over three years of experience in accounting, bookkeeping, and tax preparation. I hold a master's degree in Accounting and have worked with various industries. My expertise has helped numerous small businesses like yours save money on taxes and improve their bottom line. Let’s work together to maximize your financial potential!