Absolutely! Solopreneurs, micro- and small-businesses are my forte. In fact, I don't work with businesses with more than 15 employees. I keep my focus on the smallest of businesses so I can provide more customized services tailored to help you start and grow your business.

My clients love that I'm virtual because they no longer have to find time to drop off documents or travel to and from my office for appointments. I offer secure online messaging, telephone calls, and virtual meetings, depending on the client's needs and preferences.

When you need to send me documents, you can upload them via your phone or computer directly to your secure portal. No traveling and no postage!

I take the security of your personal information VERY seriously. Your secure portal will allow us to chat via an encrypted app and you can upload documents to a secure space by simply using your phone camera. I won't ever share documents via e-mail or text, which aligns with the IRS requirements for handling client documents. No system is 100% secure, but I take every precaution to ensure we communicate as safely as possible.

I encourage clients to make an appointment for all phone or virtual appointments when questions can't be answered via quick messages online. This accomplishes several things:

• I can be prepared and focused on your questions and concerns when we meet.
• I stay fully focused on client projects throughout the day, rather than being distracted by answering the phone or emails. This cuts down on errors and makes project completion more efficient on my end.
• The online calendar allows you to request an appointment when we each have availability in our busy schedules. Gone are the days of multiple emails to find a time that works for each of us.

The majority of my clients use QuickBooks Online as it's very user-friendly for small businesses. If you're not already using QuickBooks, I'm happy to help you get set up and to show you how it can make you more efficient and take a lot of the bookkeeping burden off your plate.

If you are using another platform such as Wave, I'm happy to accept an invite so I can pull reports as needed for tax preparation or financial planning, but I cannot provide assistance with set-up or using other platforms at this time.

I focus a lot of time and resources on client education because it's YOUR business and YOUR livelihood. You will dedicate more time and resources to this business and your family will make more sacrifices than you realize. You owe it to yourself and your family to become as educated in business and finance as possible. The better you understand your financials, the more prepared you'll be to make timely and prudent decisions regarding your business.

When it comes to the IRS, the buck stops with the taxpayer. Anything reported (or not reported) on the tax return is ultimately the responsibility of the taxpayer(s) listed on the return, regardless of who prepared and signed the return. You deserve to understand what was deducted on your tax return and why.