FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Bookkeeping and Administrative jobs are priced by the hour and dependent on level of difficulty. Tax preparation is priced per form.
- What is your typical process for working with a new customer?
If you're a new QuickBooks bookkeeping client, here's what you can expect from our process: First, we'll gather basic information about your business and accounting needs, and gain access to your QuickBooks file, financial statements, and tax returns (if available). Next, we'll conduct an initial assessment of your bookkeeping practices, identify any issues or discrepancies, and develop a customized plan for your needs. We'll set up your QuickBooks file, configure the appropriate settings and preferences, and review and adjust your chart of accounts. Then, we'll enter all outstanding transactions, reconcile your accounts, and generate financial reports to assess your financial health. We'll schedule regular check-ins with you to review your financial data, answer any questions, and provide ongoing support. And we'll continue to provide assistance with software updates, data backups, and troubleshooting any issues. Our goal is to establish a strong foundation for your bookkeeping needs and help you achieve your financial goals. As a new tax preparation client, we want to make sure that we provide you with the best possible service. Here's what you can expect from us: First, we'll schedule an initial meeting with you to discuss your tax needs, deadlines, and expectations. We'll also provide you with a list of required documents to ensure that you have everything you need. Once we've gathered all the necessary information, we'll review and analyze it to determine your tax situation, potential deductions, and tax liabilities. Based on this information, we'll develop a tax strategy that is tailored to your specific needs and goals. We'll then prepare your tax return and schedule a meeting with you to review it and answer any questions you may have. After you've approved the return, we'll file it with the appropriate tax authorities and follow up with you to ensure that all tax liabilities have been paid and there are no outstanding issues. Throughout the process, we'll provide you with clear communication and guidance on tax planning strategies for the future. We're committed to helping you achieve your financial goals and look forward to working with you.
- What education and/or training do you have that relates to your work?
I have a Bachelor's degree in Accounting as well as a Quickbooks Online ProAdvisor certification.