FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All packages are custom and consist of only the services that you need.
- What is your typical process for working with a new customer?
I always like to begin all inquiries with a discovery call, which consists of learning about your business and determining whether I am the best fit for you and your business. Once I learn more about your business and can provide a proposal, we will begin the onboarding process. This process begins with the signing of the contract, providing accountant access to accounting software, bank accounts and credit card accounts as needed, and well as other essential financial documents.
- What education and/or training do you have that relates to your work?
I have a BSBA in Accounting. I am also a full-time Federal Auditor. Feel free to look me up on LinkedIn.