You will get QuickBooks Cleanup Review with Recommendations & Resolution of Issues
Project details
I'm passionate about the work I do helping business owners ensure no money is left on the table! It's also quite important that my results are clearly understood by clients. Reviews are diligently completed and results reports are provided for impactful, actionable objectives.
Project Type
Business Consulting, Financial Consulting, Human Resources, Legal, Training & DevelopmentWhat's included
| Service Tiers |
Starter
$300
|
Standard
$375
|
Advanced
$475
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Number of Revisions | 0 | 0 | 0 |
5 reviews
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MW
Matt W.
Feb 28, 2025
30 minute consultation
RG
Rick G.
Jan 30, 2025
60 minute consultation
Patti was extremely helpful! With minimal information to start with, she was VERY prepared for my questions and gave a concise walkthrough and solid guidance. She definitely knows her stuff and I'd highly recommend!
MR
Mark R.
Oct 26, 2024
60 minute consultation
Great practical advice. Will work with Patti as my business grows.
JC
Jesse C.
Oct 11, 2024
60 minute consultation
Great consultation session with Patti regarding ways to reduce my tax liability ethically and without undue attention from that 3 letter government entity. Unlike many on Upworks with such a deep accent I can't understand every word, Patti was very clear in her speech and she able to help digest complicated tax code in a palatable manner. Look forward to using her again.
LS
Lauren S.
Apr 14, 2024
Need Tax Advice for Newly Formed S-Corp -- Need to Dissolve to LLC
Patti was extremely attentive and professional. She took the time to understand my situation and provided excellent service to resolve my tax issue. She is a wonderful person and I would recommend her to anyone!
About Patti
Elev8 Growth ~ Business & Tax Advisor
80%
Job Success
Norfolk, United States - 11:58 pm local time
Most people are not familiar with an Enrolled Agent since we specialize in taxation rather than overall accounting like a CPA. However, with me you get the best of both worlds since I also have a degree in accounting! I earned the privilege of representing taxpayers before the IRS by passing a three-part comprehensive test covering individual and business tax returns and hold the highest credential the IRS awards. To maintain this elite status, I adhere to Circular 230 ethical standards and complete 24 hours of continuing education courses yearly.
Like attorneys and CPAs, I have unlimited practice rights. This means unrestricted as to who I may represent, what types of tax matters can be handled, and which tax authority I can represent clients before, including all US states.
Schedule a consultation or invite me to your job opportunity to see how I can help identify tax savings, seamlessly file your tax returns, and contribute to the success of your business!
Steps for completing your project
After purchasing the project, send requirements so Patti can start the project.
Delivery time starts when Patti receives requirements from you.
Patti works on your project following the steps below.
Revisions may occur after the delivery date.
Questionnaire(s) Completion, QBO Access Granted and Document Uploaded
Extensive Review of QBO