FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is customized to my customers needs and can be changed overtime as their needs change. Therefore, you will not pay for a high price if your business does not require it and additional services you don't need currently but might need later.
- What is your typical process for working with a new customer?
For bookkeeping services Initially I provide a quote with an agreement. Once agreed and signed I then have an onboarding process which includes a kickoff meeting, review in detail your business transactions together and might request some documentation especially with catch-up and clean up as in bank statements and your business formation documents. The first month or two might be a little more interaction until I get acclimated to your business industry and what are your usual spending habits and invoicing process to your customers. I will have some questions as we work together but by the 3-4 month, I will have established a system so that I eliminate majority of the calls and/or questions. I also have a secure system that I will request documentation as in bank statements on a monthly basis and sensitive information will flow thru that system. Financial reports will be provided to you within 5 business days of the following month for previous month. For web design it is a similar start up process except with the agreement sent after our first call so I know your expectations and needs. An upfront deposit is needed for initial work on website and is based on my hourly rate, nothing crazy! For any tax preparation service, I will send you a link to join my tax portal and sign up. From there you will upload some basic info, copy of drivers license and forms for tax filing purposes. A copy of your social security is needed to verify that you are who you say you are based on IRS requirements. We as tax preparers need this verification done to weed out scammers that might of stole someone else’s personal info. Don’t worry this info is securely saved on the tax portal only and nowhere else. Next step is I prepare your tax return. I might need some additional info from you or get on a call to go over some things just so I understand your personal situation & make sure I account for anything that will benefit you on your return. Before I release the documents for you to review & sign I will ask for payment beforehand. Once paid I will send it over and if you have any questions we can go over it together before I submit return electronically.
- What education and/or training do you have that relates to your work?
I have completed my Bachelors degree in Accountancy. Completed many courses on sales and marketing and other business related courses.