Frequently Asked Questions
Frequently Asked Questions
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Q: How do we work "virtually"?
Q: How do we work "virtually"?
A: Working virtually has never been easier, thanks to today’s technology! We use Google Workspace to securely share files, communicate, and collaborate in real time, making it simple and efficient for you to stay connected with us from anywhere. This seamless digital platform ensures your financial data is always accessible, organized, and protected, allowing us to provide the support you need without the hassle of in-person meetings.
Q: How do you track your time?
Q: How do you track your time?
A: I use an app called Focus to accurately track the time spent on hourly projects. This tool helps ensure that every minute is accounted for, allowing me to provide you with transparent and detailed time logs so you know exactly how your project hours are being used.
Q: How do you communicate with your clients?
Q: How do you communicate with your clients?
A: I prioritize clear and efficient communication tailored to your needs. Most of our communication will take place via email, allowing us to keep everything organized and easily accessible. For more personal and engaging conversations, I use Zoom for video meetings, which helps us connect face-to-face, even from a distance. For urgent matters, I may use text messaging, though I keep this to a minimum to respect your time and ensure clear communication.
Q: How do you handle confidentiality and privacy?
Q: How do you handle confidentiality and privacy?
A: Confidentiality and privacy are top priorities in my business. Each client is provided with a secure, private Google Drive folder, accessible only to you and me. This ensures that all your financial information is protected with strict access controls. I take every measure to safeguard your data, giving you peace of mind that your sensitive information remains confidential and secure.
Q: What is your policy for revisions and refunds?
Q: What is your policy for revisions and refunds?
A: I am committed to ensuring your satisfaction with my services. Clients are welcome to request one revision to ensure the final product meets your expectations and needs. However, due to the nature of the work, I am unable to offer refunds. My goal is to work closely with you to achieve the best possible outcome from the start.
Q: What is the time-frame to get started?
Q: What is the time-frame to get started?
A: The time-frame to get started depends on current availability and the specifics of your project. Once we have an initial consultation to understand your needs, I can provide a clear timeline for onboarding and kick-off. Typically, we can begin within a few days to a week, ensuring a smooth transition and prompt service.
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