FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge an hourly rate to catch your books up to the current month and offer a fixed monthly price for future services.
- What is your typical process for working with a new customer?
My onboarding process normally involves setting up a QuickBooks account, reconciling prior periods as needed, and setting up processes to allow me to complete the monthly reconciliation independently to save my customers time.
- What education and/or training do you have that relates to your work?
I have been working in the accounting field after receiving my Bachelor's degree in 2011. Currently I am an active Certified Management Accountant.