Questions About Service

  • At this time, we only work with clients currently located in the United States using US currency.

  • All services are completed remotely.

  • We communicate virtually via our secure client portal, video messaging, phone, and email for various forms of communication.

  • Services are provided at a fixed billing rate which allows clients to better plan for service costs and not worry about surprise billing costs.

  • No, please contact a local CPA for assurance services or auditing requests.

Questions About Bookkeeping

  • To best serve our clients, we only work in QuickBooks Online (QBO). At this time, we do not work in QuickBooks Desktop, Xero, Freshbooks, Wave, or any other software.

  • QuickBooks Online (QBO) best integrates with other online software which increases efficiency, reporting, and communication with our clients.

  • Not at this time. If you are interested in training, please let me know so we can refer you to an associate who provides that service.

Questions About Taxes

  • At this time, I do not complete returns for Non-Profts or Estates & Trusts.