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Join nowHere are my answers to the extra questions:
1. I use qb online accountant. They invite me as an accountant user. So I use my normal log in.
2. I use Chronobooks on my customer's files so I have my own backup. I use this mostly for clean up work then offer it to my customer if they become ongoing.
3. I use Hubdoc or ledgersync. That will provide me the statements to reconcile the accounts. Then I create a shared file in Sharefile to upload anything that does not import in Hubdoc or Ledgersync. Some clients I do the downloading, some they do. Depends on their level of service. My niche is the small business owner.
4. This depends on the level of services that they select. Some I give monthly financials, some quarterly. Some clients are annual.
5. My client will invite their CPA for year-end tax filing. Part of the service I offer is unlimited access to me for questions throughout the year and Diamond Team Support with Intuit.
6. No inventory for the type of client that I work with . I would refer another ProAdvisor for that work.
7. I only use full service payroll with Intuit for my clients or if they have a different payroll service, I export the journal entry.
8. No