Recommendations for most efficient operations with an external accounting service

Our lowest fees and fastest service are designed for clients who:

  • have and use an email address for routine communication
  • have and a mobile phone number for voice and text communication
  • exchange documents in electronic format (PDF preferred)
  • can download and view PDF files
  • pay online using a preauthorized debit or credit card or bank account
  • pay on preauthorized monthly billing or in advance of delivery of the scheduled service

Clients who lack one or more of these will still receive my top-level personal service but please understand that the fee is more than the lowest fee quoted and delivery may be slowed.