Hey @rooftop - welcome to QB Community. It's great to have you here!
We've got plenty of accountants here in Community who have "been there, done that." @Peter_G_Stone, @Pen, @LeahIlanah, @JenPM, what are your suggestions for tackling some of these key starting-up questions?
@PracticalSandy and @ParkwayInc may have some insights on the right third-party apps for your needs. And @lynda recently posted a fantastic article on safe ways of transmitting sensitive tax information via the net.
In the meantime, I'd love to hear more about you and your business. Are you starting from scratch or shifting to a different set of service options targeting a new client base? What inspired you to pursue this direction?
