FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing should never be a deterrent to someone who would like to book a discovery call. I am open to all sorts of payment arrangements and would love to talk to any and all small business owners about their administrative needs.
- What is your typical process for working with a new customer?
I love to do a discovery call with potential clients. I want to find out who you are, what type of business you have, and what your administrative pain points are in the business. Understanding the inner workings of both you as an individual and entrepreneur and the logistics of running your business puts me on a different level than most other professionals in this space and I strive to both understand and help you achieve the goals that matter to you in your business.
- What education and/or training do you have that relates to your work?
I spent nearly a decade in the banking and insurance industries where attention to detail is important and you’re frequently balancing the varied needs of multiple customers while also maintaining accuracy down to the penny. When I left my corporate position, I was a branch manager in a busy financial institution. I am skilled in customer relationship management, employee management, and project management among the many other services that I offer.