Frequently Asked Questions
Which programs do you use?
Primarily, I use Quickbooks and AccountingSuite for books and Patriot for payroll. I also have experience with QuickBooks Desktop, Zoho, Melio, and Hubdoc.
Do you do taxes?
I currently do not do taxes. However, I have considerable experience doing tax returns. This allows me to better prepare your books to hand off to your tax preparer.
Who are your typical clients?
My clients tend to be small business owners in a variety of industries. I also work with other accounting firms and with tax preparers on a project-by-project basis to provide support as needed. I engage with the majority of my clients, who are located all over the US, remotely via phone, text, email, and video calls.
Why do you do it?
Number one for me is just to help. I love working with businesses and other professionals and help them keep their books up-to-date and clean. I find that giving clients a sense of relief is extremely satisfying.