MB Bookkeeping & Notary Service

MB Bookkeeping & Notary Service

5.0 (2)
1 employee
12 years in business

About this pro

I  am committed to helping each of my clients thrive by caring for their personal and business financial wellbeing with genuine interest, well-etablished expertise, and focus on a respectful longterm professional partenership. 

I act in the best interest of my clients and enjoy being able to help my clients with the challenges that most small business owners have to deal with leaving them feeling satisfied and content. 

Read more about this pro


Credentials

Riverside, CA 92507
Email verified
Phone verified

2 Reviews

5.0

  • Nilza

    Ms Michelle was very professional, and efficient she explain everything in detail and provided excellent customer service we would definitely do business with her again.

  • Victor

    Michelle is professional and trustworthy , she has been helping us with our business for many years.



FAQs


What is your typical process for working with a new customer?
  1. I set and manage the clients expectations.
  2. If possible, hold an onboarding meeting with a new client in-person.
  3. Then I would discuss the Roles and Responsibilities and review the clients desired outcomes
  4. After we would plan ahead for future financial planning goals.
  5. Once the client and I have accomplished everything I then would ask for their feedback on how to better service their acconting needs for future business goals.
  6. Lastl but most importantly I always make it a priority to follow up on all my clients needs and expectations.

What education and/or training do you have that relates to your work?

Quickbooks ProAdvisor 10 years 

CPE Credits in Financial Accounting 15 years 

Memeber of the SBA & AIPB 3 years 

Notary Public 8 years 


Services offered

Notaries Public Accountants Bookkeepers Financial Advisors Business Tax Preparation Administrative Assistants Business Consulting Services