FREQUENTLY ASKED ?s
QUickbooks online is available to the public. Do I need you?
You can certainly buy a subscription and record transactions. The benefit of using me as both a CPA and a ProAdvisor is:
You do not have to make time to learn all the features of the software or stay on top of the new features.
I have more than 20+ years of experience which reduces analysis time and increases your speed to respond and make the appropriate business decision.
You will still be involved. The different packages that I offer provide you options for how involved you are. My role (regardless of package) is to ensure that your transactions are captured efficiently and to highlight any "watch outs".
I am cost efficient. You get the cost of a CPA for a fraction of the cost, as my salary is shared among many clients.
I have "my way" of looking at things. I don't need fancy reports. I just want to know if I am doing well.
We agree! I only want to provide information that will help you to manage your business. I will make sure that you are compliant with your filings to "keep you out of trouble". A report for your taxes or for your banker should look different than one that you use to make decisions. That is why I created different service packages - to help you decide what you need. It is also why there are no prices on this website. I price based on your needs.
If anyone gives you a one size fits all report, then you are not getting the service level you deserve.