small business aide
PPP Loan Assistance - Apply or Forgiveness
This is for help with applying for the PPP loan, or applying for forgiveness for your current PPP loan. Please note that pandemic legislation isn't included in this fee. (unemployment, grants, etc)
Tax Appt - all types (personal and business)
Dear Client, we will be suspending client meetings until it is safe to resume normal business practice. The health of our clients and employees are the main objectives.
We will schedule a "virtual meeting" time for you - but are not accepting walk-ins. We can accept your paperwork via drop off, fax, our upload portal (please ask for a link to be sent to you), or other secure methods.
If you are sick, please do NOT come to our appointment - please reschedule. Effective 3-12-2020, please call the office to schedule time. 781-286-8474.
Starting April 1, street sweeping is Thursday mornings from 7 am - 1 pm. There is a parking lot behind the building.
QuickBooks Setup/Training - and email support
Includes 2 to 3 sessions (total of 3 hours) and 3 months of email support after we have the last session. The training is customized to what you need. I ask that you don't try to 'catch up' prior to the training because repetition is the key to learning. So it's best if we can do a bunch of one thing to retrain your brain.
Payment required in advance.
If you are sick, please do NOT come to our appointment - please reschedule. Effective 3-12-2020, please call the office to schedule time. 781-286-8474
Financial Planning Intro - Areas of Interest
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