Client Support
We’ll point you to the right team
Meet Our Administrative Team
Not sure what you need? Start here. Our front desk will ask a few quick questions and connect you with the right person.
Administrative Team
Bre and Candice
How we can help
- • Help you choose the right service
- • New client questions & next steps
- • Business setup guidance (who to talk to)
- • Document uploads & portal help
- • Appointment scheduling & reminders
- • Direct you to Tax Prep or Payroll support