FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is fair, transparent, and designed to fit your business needs. Here’s what to expect: * Flexible Structures: Depending on the scope of work, we may use fixed monthly fees, hourly rates, or project-based pricing. * No Hidden Fees: All rates are clearly outlined upfront, so you always know what to expect. * Discounts for New QuickBooks Online Clients: Special onboarding discounts are available through our QuickBooks Online ProAdvisor program for new QuickBooks Online users. We’re committed to providing exceptional service and value, making sure your books are in great hands. Let’s discuss how we can best support your business :)
- What is your typical process for working with a new customer?
Our process begins with a complimentary phone consultation, where we take the time to get to know your business. We’ll ask a few key questions to get a clear picture of your bookkeeping needs. As part of this process, we usually request read-only access to your current bookkeeping records to accurately assess the scope of work required. Please note, we exclusively work with QuickBooks Online. If your records are not already on the platform, we can assist with migration to ensure compatibility. If together we determine it’s a great fit, we’ll provide you with a customized proposal and a bookkeeping service agreement. These will outline the investment, the services included and a timeline for completing the work. Our goal is to make the process clear and seamless so that we can focus on supporting your business’s success.
- What education and/or training do you have that relates to your work?
Our team’s qualifications: * Master’s degree in Applied Mathematics (Vidas) * Bachelor’s degree in Finance (Neri) * Certified QuickBooks Online ProAdvisors (Vidas & Neri)