Questions About Service

  • At this time, I 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, zoom, 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

  • I am most familiar with QuickBooks Online (QBO) and Xero. I hold a QuickBooks ProAdvisor certification, a Xero certification, and a FreshBooks certification.

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

  • QuickBooks Online (QBO) and Xero best integrate with other online software I utilize to increase efficiency, reporting, and communication with my clients. Until the other accounting software options fully integrate with my other online tools, I prefer to focus on those two options.

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

Questions About Taxes

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