"We professionally prepare your peace of mind."

About Our Firm

Announcements

Our Mission, Vision and Core Values

Improving our Systems

Our Team

How We Do Things Here

Tech Issues - List here please

Employee Handbook

What is Expected of Me?

Company Software

Goals

Reception SOP's

Client Services

Tax Process

Our Services

Client Documents

Client E-signature Authorization

Testimonial Request

Accepting and Recording Payments

Returning Client Documents

Bookkeeping

In-Office/Virtual Meetings

Team Meetings

Set-up Meetings

Greeting Clients

Schedule Appointments

Phones & Mail

Answering and Transferring Phone Calls

How to Deal with Sales Calls

How to Deal with Prospective Clients

Phone Messages

Incoming Mail

Outgoing Mail

Michele's Inbox

Change Phone Message

Email

Email Responses

Use Qount

Use Notion

Security & Wifi

How to Lock-up, Set Alarm

Guest Wifi Password

Using 1Password

Fire Exits, First Aid, Fire Extinguisher

Backup Process

Facilities

Daily Office Duties

Where to Order Inventory

Tax Admin's Tasks

Keola's Tasks

Haunani's Tasks

Tax pro's Tasks

Sherry's Tasks

Notion Resources & FAQ's

Things we need to do