Please contact us if your questions haven't been answered.
Are you insured?
Will my information be confidential?
Yes, we maintain a strict confidentiality policy and no client information will be shared with outside parties, unless required by law.
What methods of payment do you accept?
We accept cash, check, all major credit cards, and ApplePay.
What are your credentials?
Certified Public Accountant (CPA), QuickBooks Certified ProAdvisor, Master of Accountancy
What bookkeeping program do you use?
What should I do to prepare for our first organizing session?
We ask that clients not clean up their space before an organizing session, so we can see it the way the client deals with it on a day-to-day basis. Before a first session, we send clients a Welcome Kit, which includes our working agreement, and tips for preparing for the session and supplies to have available.