Let’s get started, shall we?

First, thanks for trusting me to help you prepare for filing your business taxes.

Uncle Sam has firm deadlines so I won’t dilly dally here with a bunch of unnecessary words.

I need three things from you in order to get started: 

First: Fill out this intake form

Second: Send me an accountant user invitation to your QuickBooks Online account. The email address to use is in the product confirmation email that you received. I am not sharing the email address here because I don’t want the damn scrapers and spammers to get it. <— haha those were necessary words

NOTE: The Accountant user access is NOT the same as a regular user. Here are the instructions.

Third: Upload (link here) the most current bank/credit card/line of credit statements:

NOTE: Please rename the files so they are easy for me to identify. Example: 2021-12 Bob’s Savvy Mustard Marketing Checking or 2022-01 Bob’s Savvy Mustard Marketing AMEX

  • Checking
  • Savings
  • Line of Credit/Loans (vehicle loans, Kabbage, Fundbox, etc.)
  • All business credit cards
  • Paypal Monthly Financial Summary (Video instructions here)

Recapping the three items:

What’s next then? I’ll be processing orders in after May 25, 2022 on a first come, first serve basis so don’t dilly dally (haha). Seriously, don’t dilly dally 😉