Questions About Service
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At this time, we only work with clients currently located in the United States using US currency.
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All services are completed remotely.
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We communicate virtually via our secure client portal, video messaging, phone, and email for various forms of communication.
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Services are provided at a fixed billing rate which allows clients to better plan for service costs and not worry about surprise billing costs.
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No, please contact a local CPA for assurance services or auditing requests.
Questions About Bookkeeping
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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.
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QuickBooks Online (QBO) best integrates with other online software which increases efficiency, reporting, and communication with our clients.
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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
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At this time, I do not complete returns for Non-Profts or Estates & Trusts.