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| What services do you offer?I offer a comprehensive range of financial services, including bookkeeping, internal
financial statement preparation for management purposes, payroll management, and
more. My goal is to provide tailored solutions to meet your specific business needs.
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| What software do you use?
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| I utilize QuickBooks Online, a leading accounting software that offers a range of benefits
for small businesses. QuickBooks Online is known for its intuitive and user-friendly
interface, making it easy for our clients to navigate and manage their financial records.
It’s also highly customizable, allowing me to tailor the software to the specific needs of
each industry we serve. Additionally, QuickBooks Online offers the advantage of
enabling collaborative work, where I can provide training and support to clients who
prefer to be more hands-on in their accounting and bookkeeping processes. If you're
not currently using QBO, part of the onboarding process will be to get your information
migrated into QBO and training you on how to utilize the software. |
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| How do you ensure the security and confidentiality of my financial data? |
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| QuickBooks Online accounting software utilizes top bank-level security along with hard-
disk encryption. All financial records are kept securely with restricted access, to
safeguard your information. Documents and financial statements are also collected,
stored, and shared on the cloud with 24/7 private access from any device. I take the
security and confidentiality of your financial data seriously. I adhere to professional
ethics and maintain strict confidentiality at all times. |
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| Will I have direct access to a live person when I need assistance? |
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| Yes, I prioritize personal attention and prompt communication. You will have direct
access so I can ensure that your concerns are addressed by a live person without the
hassle of automated systems or receptionists. |
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| How do you stay updated on changes in bookkeeping and software
implementation? |
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| I am committed to continuous professional development and stay up-to-date with the
latest changes in bookkeeping and software systems. I participate in regular training
and educational programs to ensure I provide accurate and compliant services. |
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| Can you help me with my payroll management? |
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| Absolutely. I offer comprehensive payroll management services, including accurate
payroll processing, tax withholdings, payroll tax filings, and issuing pay stubs to your
employees. I ensure that your payroll is handled efficiently and compliantly. I can also
work with your outside payroll provider. It would only require accessing reports to make
payroll entries in QuickBooks Online. |
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| How do you customize your services to meet my businesses specific needs? |
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| I understand that each business is unique. I take the time to understand your business
requirements, goals, and challenges. Based on this understanding, I tailor my services
to provide personalized solutions that align with your specific needs. |
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| How do you handle deadlines to ensure timely filings? |
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| I have a system in place to track deadlines and ensure timely filings related to payroll
and sales tax. I stay organized and proactive to meet all obligations promptly and avoid
any penalties or late fees. |
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| Can you help me with forecasting and budgeting? |
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| Absolutely, I offer forecasting and budgeting services to help you plan for the future and make informed business decisions. |
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| How often do you meet with business owners for bookkeeping updates? |
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| I understand the importance of regular communication and keeping you informed about
your business' financial status. The frequency of our meetings is based on your
specific needs and preferences. During our meeting I will review your management
reports which will give you valuable insights into your business' financial health and
performance. |
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| Additionally, I am available to address any immediate questions or concerns you may
have via text messages, phone calls, or email during normal business hours (weekdays
between 9am and 4pm). I strive to provide proactive support and ensure you have
access to the information you need when you need it. |
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| What are your meeting formats? |
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| I understand the importance of convenience and flexibility when it comes to meeting with my clients. My desirable meeting format is virtual meetings conducted through Zoom, which allows me to connect with clients regardless of their location. This virtual format offers the convenience of saving time and eliminating the need for travel. However, in rare instances for local businesses in the greater Seattle area, I can also arrange in-person meetings. I strive to accommodate your preferences and ensure that our meetings are accessible and tailored to your needs. |
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| How much does it cost to hire you as our bookkeeper? |
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| I understand that each client has unique needs and budgetary considerations. That's why I offer customizable service levels tailored to meet your specific requirements. I believe in providing transparent and fair pricing based on the scope of services you require. Rest assured that no account is too small or insignificant for me. I value all of my clients and am eager to help you achieve your financial goals. Let's have a conversation about your needs and explore how we can provide the best possible accounting solutions for your business. |