Communication Guidelines

Communication is the key to making your financial goals a reality. While email is the best method for keeping account of project details and special requests, we are always open to phone or text conversations and will work hard to accommodate your needs. We never want to overlook an idea or request, so we encourage you to use our appointment scheduling feature at for important matters, and to maintain strong communication channels with our team members.


  • Monday – Thursday:   9am – 4:30pm PST
  • Friday:  9am -2pm PST

We will schedule meetings and respond to correspondence during these hours.

Throughout your project, our amazing support team will provide you with regular updates about progress. If you should need anything additional from our team between these updates, below is a list of emails for whom it is best to contact:

Bookkeeping Questions

Please Reach Out To Us With Any Questions

Payroll Questions