Open Accounting Advising

Anyone in Oregon or SW Washington can book an Open Accounting Advising meeting.

Do you have bookkeeping or accounting questions?

Meet (virtually) with a Livelihood NW Accounting Advisor for FREE to discuss any bookkeeping or accounting questions you have including questions about your bookkeeping system and financial reports. Specific legal and tax questions are best handled by a lawyer or tax professional, but we can answer and connect you to other professional resources if you need further support.

having good books can help with:

  • Getting a loan

  • Pricing your products or services

  • Understanding your COGS for each SKU

  • Managing cash flow

  • Understanding what sales channels are the most profitable

  • And MUCH more

Your books are the BEST tool you have for making strategic business decisions. If you need to set up or improve your bookkeeping system, book with us today!

Both clients and non-clients are welcome to meet with us.

 

Disclaimers

  1. Livelihood NW Accounting Advisors are not CPA’s. A CPA should be consulted when necessary.

  2. Livelihood NW Accounting Advisors primarily support businesses in Oregon and may not be equipped to support businesses in other states.

Frequently Asked Questions

  • Yes — If you are in Oregon or SW Washington.

  • No — To skip entering your information into the form each time you book an OAA appointment, you will need to create an account.

    To create an account, click Register for an account while viewing the confirmation at the end of the booking process.

    Be sure you are logged in to your account when you book future appointments. This will allow you to skip entering your information each time you schedule an OAA appointment, and will also allow you to store credit card information (if you choose to do so). Read more about how accounts work here.

  • No — we can work with any business. However, our Accounting Advisors are most familiar with Oregon-based businesses in a variety of industries including service, manufacturing, construction, retail, food, and home-based businesses. We work with startups, sole proprietors, LLC’s, and S-Corps.

  • Sometimes — You can always book a meeting and run some questions by us. We recommend you schedule with Jocelyn, who has a background in non-profit accounting. While we can meet with you through Open Accounting Advising to discuss your non-profit questions, we are NOT able to enroll non-profits in our long-term support programs due to the limitations of our funding contracts.

  • Yes — For now you can meet with us for quick questions and to assess if you have larger bookkeeping projects you need assistance with. If you need more support, you can register for our Intro to Bookkeeping Workshop, or our QuickBooks Online Training Series, or be referred by an IBRN provider to be eligible for further support.

  • Yes — Our Accounting Advisors are experts in Quickbooks Online and Quickbooks Desktop. They are also familiar with a few other systems such as Wave. They can answer questions related to bookkeeping, payroll, invoicing, and more. Open Accounting Advising is a resource for getting quick answers, not to do data entry or other significant bookkeeping projects.

  • Specific legal and tax questions are best handled by a lawyer or tax professional. We are happy to talk through your legal and tax questions and if needed, connect you to professional resources* that we know and trust. *Referrals may charge their own fees for service.

  • This happens all the time. We can help you understand what the notice means, why you received it, and what actions you need to take to resolve it. We can also help you assess whether the notice is real or a scam!

  • We are able to offer this service for free due to funding partnerships.

  • No — If we do offer in-person Open Accounting Advising in the future, we will update this page.

  • At this time we only offer Open Accounting Advising in English. However, our Intro to Bookkeeping Workshop is available in Thai, Vietnamese, Cantonese, and Mandarin. Click here to access this on-demand workshop.

  • As part of our required reporting to our funders, you may receive an email copy of our reporting submission from noreply@jotform.com. No action is required upon receipt of this email.

  • If you are looking for general business advice, check out our Open Business Advising program, to book a FREE appointment!