Category: Client Care Plan

  • How to work with a remote accountant

    How to work with a remote accountant

    Even though it’s been more than 25 years since I moved from a physical office to an online service business, some new clients are just considering the possibilities and advantages of remote accounting now. This 14-minute video is meant to introduce six key concepts if you have not worked with a remote accountant before.

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  • Support for TurboTax users

    You do your own tax returns but just have an occasional tax or financial question? Take advantage of our low-priced client care plan. It’s just $92 per month and you can start and stop anytime. Immediate benefits This plan initially includes: One business day staff response time to all communications during business hours. Pre-negotiated written work plan including goals, timeline, expected results, and pricing of additional work. Email updates at least weekly for active projects in the work plan. Secure message communication, secure electronic document transfer. Electronic storage of tax documents with bank level security. Additional benefits available through plan

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