FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
New clients get 20% off their first three months of bookkeeping services. Our pricing is transparent with no hidden fees, offering flexible plans to fit your business needs.
- What is your typical process for working with a new customer?
We begin with an online proposal process and client portal to streamline onboarding and communication. All bookkeeping is handled through QuickBooks Online, ensuring accurate financial management. Our process includes an initial consultation, system setup, and ongoing support to keep your finances organized.
- What education and/or training do you have that relates to your work?
I have over 19 years of experience in bookkeeping and accounting, specializing in short-term rental accounting. I'm an Advanced Certified QuickBooks ProAdvisor with extensive training in complex bookkeeping, process automation, and financial reconciliation. Additionally, I have been providing tax preparation services since 2005, giving me a well-rounded understanding of financial management and compliance.