If you need fast, situation-specific advice or hands-on assistance, you can schedule an audio or video session through the chat window (bottom part of every page), or a remote desktop control session through Join.me. In many cases, we can be talking to you the same day, often within one or two hours.
Some examples of when our clients needed fast, same-day assistance:
- QuickBooks issue/question that needed quick professional resolution with us remotely making changes or running reports.
- Questions on completing certain tax, banking or other financial forms
- Collaborative efforts where your group needs to discuss an issue with the tax professional in real time, viewing the same output through remote desktop sharing/control session.
- If your accounting employee is not in the office but projects need to get completed ASAP.
You can start a meeting through Join.me and send us a code that will allow us to join the online meeting (please make sure to schedule a time with us in advance via phone or e-mail). Once we join the meeting, you can choose to share your desktop screen with us and even give us control so we can run reports, open files and make changes. Before the meeting begins, we will have you e-sign the online meeting agreement and then charge your credit card for a mutually agreed upon fee.
Please use the form below to schedule the remote session.