You can upload statements, receipts, and QuickBooks files directly in your Client Portal under “Secure Document Upload.”

I work primarily in QuickBooks Online.
Your subscription is included in most packages unless otherwise noted.

Monthly bookkeeping is completed between the 1st–15th for the previous month.

You can email me anytime between business hours.
Depending on your package, you may also receive monthly or quarterly review calls.

No problem — I offer Cleanup & Catch-Up services to get you fully up to date before moving into monthly support.

I’ll request year-end statements, 1099 details, loan summaries, and anything your tax preparer might need.
You’ll also receive a printable Year-End Financial Checklist in your portal.

Yes! I regularly work with dairy farms, small acreage farms, and agricultural operations of all sizes.

Yes — payroll is available as an Add-On Service.
I can manage payroll summaries, filings, and employee setup depending on your software.

Absolutely.
I collaborate directly with your accountant during tax season to make sure everything is accurate and ready.

You can book directly through the Get Started button on the Pricing or Contact page.
Most clients begin by selecting a package and scheduling a discovery call.