FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing structure is designed to be flexible and transparent to meet the diverse needs of my clients. I offer cleanup services at both fixed and variable rates, depending on the complexity and volume of the work required. For ongoing bookkeeping services, I provide a straightforward fixed rate, allowing clients to budget effectively without unexpected costs. Additionally, I value referrals and offer discounts for clients who refer new customers to my services. This not only rewards loyal clients but also helps me grow my business through trusted recommendations. I believe in open communication regarding pricing, so I encourage potential clients to discuss their specific needs so we can determine the best pricing arrangement for them.
- What is your typical process for working with a new customer?
My process for working with new customers begins with a free consultation call. During this call, I take the time to understand their specific needs, whether it's for a one-time cleanup service or ongoing bookkeeping support. This helps me get a clear picture of their financial situation and the level of service required. Once we determine the scope of the work, I dive right in. For cleanup services, I focus on organizing and reconciling their financial records to ensure everything is accurate and up-to-date. For ongoing bookkeeping, I establish a regular routine to keep their financials in order, providing them with timely reports and insights as needed. Throughout the entire process, I maintain open communication to ensure that clients feel confident and informed. My goal is to make the experience as seamless as possible, so they can focus on growing their business while I handle the financial details.
- What education and/or training do you have that relates to your work?
I have taken various accounting and technology classes that have provided me with a strong foundation in financial principles and the tools necessary for effective bookkeeping. These courses have equipped me with essential skills in areas such as financial reporting, budgeting, and data management. In addition, I am a Certified QuickBooks ProAdvisor, which signifies my proficiency in using QuickBooks to manage financial records efficiently. This certification demonstrates my commitment to staying updated on best practices and features within the software, allowing me to better serve my clients' needs. My combination of formal education and practical training ensures that I am well-prepared to provide high-quality bookkeeping services.