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Answers

What don’t you do?

I can offer general advice about your finances and organizational practices, but I am not a CPA or an enrolled agent. So I don’t perform audits or file tax forms. If you need assistance finding a licensed professional, drop me a line.

What do you use?

For bookkeeping, I work with QuickBooks Online. For supporting software, I am flexible. Tell me what you’re considering or already working with, and we can see if it’s a fit.

What area do you serve?

I focus on the Portland, Oregon metropolitan area, but since this is usually an online service, if you are elsewhere in the US, we might be able to figure out something.

“Richard, Thank you for all your support, expertise, and willingness to sort through my situation and in a calm manner provide a path forward that was doable. I just met with the board and we have made changes and are in alignment with our policies and procedures.”

Joann, Board president of a statewide professional group