FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We understand that every client has unique financial considerations, which is why we offer flexible pricing options tailored to your specific needs. Whether you prefer an hourly, weekly, monthly, or fixed price arrangement, we are committed to providing a pricing structure that aligns with your budget and project requirements. Our goal is to ensure transparent and fair pricing that allows us to deliver high-quality bookkeeping services without any surprises
- What is your typical process for working with a new customer?
We're thrilled to have the opportunity to work with you and your business. We prioritize a personalized and transparent approach to bookkeeping, ensuring that our services are tailored to meet your unique needs. Here’s how we collaborate with our new clients: Discovering Your Needs: We begin our journey together with a friendly phone call or a Zoom meeting, where we get to know you and your business. This initial conversation helps us understand your specific bookkeeping needs and how we can best support you. Transparent Collaboration: Next, we’ll guide you through our approach, including our processes, pricing, and timelines. This step ensures that you know exactly what to expect and how we tailor our services to fit your needs. Formalizing Our Partnership: Once we agree on the details, we’ll document everything in an engagement letter. This letter outlines the scope of our work together, ensuring both parties are clear and confident moving forward. Setting Up for Success: We’ll email you a list of documents we need to get started, such as receipts and financial statements. To keep your sensitive information secure, we’ll set up a shared folder system with robust security measures. Regular Check-ins: We value ongoing communication and will meet with you monthly to discuss your business progress and financial reports. These meetings are crucial for staying aligned and making informed decisions. Always Here for You: Your peace of mind is our priority. We’re available for phone calls, texts, or emails anytime—day or night. Whatever your concern, we’re here to help whenever you need us.
- What education and/or training do you have that relates to your work?
Our Expertise and Credentials We are equipped with solid educational backgrounds and extensive professional training, which are essential for delivering expert bookkeeping services. We both possess bachelor's degrees in accounting and finance, reflecting a deep understanding of the financial landscape. Certified and Experienced: We each bring over 20 years of experience in the finance sector, providing a rich history of knowledge and expertise. Our credentials include full certification as QuickBooks Advanced ProAdvisors, which ensures proficiency in one of the most widely-used accounting software. Additionally, we are proud members of the National Association of Certified Bookkeepers and the American Institute of Professional Bookkeepers, both of which uphold the highest standards in our field. Certified IRS Return Originators: In addition to our extensive qualifications in bookkeeping and accounting, we are also certified IRS Return Originators. This certification involves a rigorous qualification process, which includes passing a comprehensive IRS test, completing annual continuing education courses, and adhering to strict ethical standards. This credential allows us to handle sensitive tax preparation tasks with the highest level of professionalism and compliance.