We can discuss what makes the most sense for you and your practice. Just like in the mental health profession, clients sometimes switch professionals in the accounting world for various practical reasons.
If you're looking to completely transition both your bookkeeping and your taxes to Heard, we will ask for access to any bookkeeping software you're currently using to help us transition.
If you're only looking to use our bookkeeping services and want to keep your tax professional, we will ask for an introduction to your tax professional.
What if I already have an accountant or CPA?
