FREQUENTLY ASKED QUESTIONS
I don't live in Texas. Can I still work with you?
Absolutely. I provide services to clients from California to Florida. As long as you reside in the United States, then we can work together.
How do we work together with everything being online?
Documents for all things tax-related are handled through the secure Quickbooks ProConnect portal making the entire process paperless. For your accounting needs, I use Quickbooks Online software. For training and coaching sessions, I use Zoom video conferencing. Contracts are completed through Docusign. Payments are accepted electronically through Quickbooks invoicing (I don’t accept cash or checks as payment).
Since everything is online, is my information safe?
Keeping client information secure is a top priority. I only use secure networks when working on client accounts and utilize a VPN (a virtual private network where everything we exchange is encrypted to the outside world) for an extra layer of security.
I'd like for you to handle by bookkeeping, but I do not use Quickbooks Online. Is that an issue?
At this time, I’m only providing bookkeeping services to clients who already use or who are interested in using Quickbooks Online.
I'm behind on my taxes. Is that a problem?
Of course not — it happens. I help my clients get caught up on past due tax returns, then help them remain current. Together, we can do this.
Can't I just handle my accounting and taxes myself?
Absolutely. With great products like Quickbooks Online, doing it yourself seems simple and ideal. But the truth is, gaining 100% certainty that what you’re doing (and how you’re doing it) is 100% correct takes a lot of time. Time attending accounting conferences and training, calling customer support, searching for (trustworthy) answers online, learning and re-learning things you only think about one or two times each year — it adds up fast, and your time is valuable. If you were in legal trouble, would you try and DIY your way around the law, or hire a lawyer? The intricacies are the same. Believe it or not, hiring a CPA on the front end will be more cost effective. My advice? Take out the guesswork, remove the fear, and hire a pro. Your future self will thank you.