FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
-Hourly Rates: Ideal for specific tasks or short-term projects. The rate is competitive based on industry standards and the complexity of the work. -Fixed Monthly Fees: For ongoing services such as monthly bookkeeping, where a consistent price provides stability and predictability. -Project-Based Pricing: For larger, one-time projects such as implementing new accounting systems or conducting financial audits. Discounts may be offered for long-term contracts or referrals. I'm always open to discussing your specific needs and budget to tailor the pricing to fit your situation.
- What is your typical process for working with a new customer?
Here's how I typically start working with a new customer: 1. Initial Consultation: We discuss your specific needs, financial goals, and any current issues with your bookkeeping or accounting practices. 2. Proposal and Agreement: I provide a detailed proposal including the scope of services, pricing, and timelines. Once agreed, we formalize our arrangement with a contract. 3. Onboarding: We gather necessary information, such as access to financial systems and documentation. I ensure that I understand your business processes and accounting requirements. 4. Implementation: I begin working on the agreed tasks, such as setting up accounting software, processing transactions, or conducting reconciliations. 5. Regular Review: We schedule periodic meetings to review progress, address any questions or concerns, and adjust the services as needed.
- What education and/or training do you have that relates to your work?
I bring a wealth of experience and relevant training to my bookkeeping services: -Accounting Manager Experience: Currently at Tall Tree Administrators, where I develop accounting policies, manage financial statements, and oversee accounting software systems. -Contractor Experience: Previously worked as an Accounting Manager at Videotex Systems, implementing internal controls and managing payroll. -Accountant II Role: At Associa, handled month-end closings, financial statement preparation, and budgeting. -Senior Financial Manager: At Los Angeles Unified School District, where I managed budgets, financial reporting, and payroll for various school departments.