• We are 100% cloud ProAdvisors.  We only work with Quickbooks Online. No Quickbooks Desktop service provided.

• When you hear us saying "QBO", we mean Quickbooks Online. 

• We are Bookkeepers and Advanced Certified Quickbooks Proadvisors. 

• We are certified as Professional Bookkeeper - PB.

• We are not Certified Public Accountants (CPA).

• We don't do Income Tax Preparation.

• We don't give tax advice or legal advice.

• We share Intuit's values. 

• We extend the power of Quickbooks Online using Apps.

• We work better with:

  • Professional and field services businesses:  Psychologist, Therapist, Health Coach, Life Coach, Trainers, Consultants, Photographers, Architects, Engineers, Contractors, Entertainers, Wedding planners, Interior designers, Caterers,  Landscapers, etc.

  • Appointment-based businesses: Doctors, Salons, Veterinarians, Personal trainers, Chiropractors, Optometrists, Driving instructors, Mechanics, etc,

  • Retail and eCommerce businesses: Coffee shops,  Restaurants, Food trucks, eBay sellers, Breweries, Hardware stores, Furniture stores, App sellers, Etsy sellers, Boutique shops, etc,

• We are Reliable. 

• We work on time. We respect each other's time. 

• Your tardiness is not our emergency.

• We must first understand your needs and expectations before giving you a price.

• We use Slack to handle all our communications.

• We DO NOT recommend you set up your own Quickbooks Online file.

• The easiest mess to clean up is the one you prevent from the start.

• We believe we hold the cards, the knowledge and the ability to make an enormous difference in the lives of our clients

• We want to improve people's financial lives so profoundly that they can't imagine going back to the old way.

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 If you agree to this and you want to work with us, please click and complete the New Client Questionnaire.