My clients come from many different industries, backgrounds and walks of life. And while they’re all unique snowflakes, they have one thing in common… they ask these questions:
What is a QuickBooks ProAdvisor?
Having the QuickBooks ProAdvisor certification means I’ve successfully completed the QuickBooks ProAdvisor Program, including both the extensive course curriculum and certification exams. The many hours I’ve put into this training benefit you several different ways. For one, I know the software like the back of my own hand and my efficiency will save you time and money! But best of all, I can pass on amazing deals and discounts to my QuickBooks clients!
What other programs and software are you familiar with?
While QuickBooks is the software I recommend to most of my clients, I also use Xero, Bill.com, LivePlan, Tallie and Expensify in some cases. Not only can I set up these tools from scratch, but I can seamlessly transition you from one to another so you’re using the best software for your needs.
What will you need from me?
Completion of my new client questionnaire. Conference call to discuss your answers in greater detail and understand your business and of course access to your accounting file. And let’s not forget bank and credit statements and receipts.
Do I need to organize my records and receipts before giving them to you?
It’s helpful for you to organize them but, not necessary. However, if you choose to organize them it’s great to have them organized by month (and by year – especially if I’m doing multiple years for you). Basically, if you have a shoebox full of receipts you can turn it over to me and I’ll take care of the rest!
Do we need to meet in person?
Not at all! I really enjoy working virtually — it allows me to help clients across the United States and beyond! Not only will it save us both time, but the best place to store your records is the cloud, where we can both access them at any time.
Are you insured?
You betcha. I have full liability insurance, including cyber insurance for the work I do online and errors and omissions insurance — just in case. I’m happy to share with you proof of my coverage, policies and amounts before we get to work, if that’s what will help you sleep at night 🙂
Do you have experience in my industry?
I happen to have experience in a lot of different industries. But just because yours isn’t on the list doesn’t mean we can’t add it! Give me a call and we’ll chat about whether or not it would be a good fit. Here are the industries I’ve worked in to date:
- Health & fitness
- Air conditioning
- Mechanical contracting
Can you provide references?
Sure thing! Let me know what it is you’re looking for and I’ll hook you up with a previous client or employer who can attest to my expertise in that area. For a quick fix, head on over to my homepage and give the client testimonials a read.
Don’t see your question? I’m expecting it in my inbox shortly! Email me at firstname.lastname@example.org.
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