Questions
Frequently Asked
What happens after I pay the hourly rate?
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After your first session, we'll talk about what ongoing support looks like for your business. Many clients start hourly and transition to a monthly retainer once we find a rhythm that works. There's never any pressure.
How does the free consultation work?
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It's a 30-minute call or video chat where we review your current books, talk about your business, and I'll tell you exactly what I'd recommend. No sales pitch — just honest advice. You can book it by filling out the contact form on the home page.
Do you work with QuickBooks Desktop or only Online?
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I specialize in QuickBooks Online (QBO) and am ProAdvisor Certified. For Desktop users, I'm happy to discuss migrating you to QBO, which offers more flexibility and remote collaboration.
Is my financial information secure?
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Absolutely. All client information is kept strictly confidential. I use secure, encrypted channels for sharing any financial documents and follow professional standards for data privacy.
What do Stripe's payment fees look like?
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Stripe charges 2.9% + 30¢ per successful online card transaction. For example, a $25 payment would net approximately $23.98 after Stripe's fee. There are no monthly Stripe fees — only pay-per-use when a transaction occurs.