Date: Wed, August 21, 2019 at 2:05 AM
Subject: Welcome to Easier!
From: JD Leavitt <jon@easieraccounting.com>

I just wanted to take a moment and say thank you for taking the time to talk today. We are excited for the opportunity to work with you.

This short welcome video will walk you through a couple things and will introduce you to your team lead Chris.

As we discussed, there will actually be a team of bookkeepers working on your account, but your team lead is

Chris Hibbs
888-620-0770 Ext 113

You can email any of the team members through teamchris@easieraccounting.com

If for whatever reason you can not reach Chris, you can always reach out to any the teammates.


Xavier Hamilton
888-620-0770 EXT 105

Jovana Pitones
888-620-0770 EXT 106

Jessica Argyle
888-620-0770


The next steps are:

  • Send us over a few items (see checklist below).
  • Schedule a call to meet with your Team Lead Chris.
  • Relax & know we’ve got you covered.

CHECKLIST
W2
1099
Access to Xero
Bank Statement
End of Year Tax Statement (2018)
We will begin to go through your accounts and get them correctly set up.

Let’s schedule a call for the end of this week or the beginning of next week for you to meet with Chris.
Just click this link and choose the day and time that best works for you.

I look forward to speaking with you soon.

Thanks!
Jon Leavitt (Co-owner)
Customer Relations
Easier Accounting
Toll-Free: 888-620-0770 Ext 113
E-FAX: 435-414-9177

CONFIDENTIALITY NOTICE: This e-mail may contain information that may be privileged and/or confidential. If you are not one of the intended recipients or entities of this message, please notify the sender and immediately delete this email and all associated attachments so that it is not recoverable. If you are not the intended recipient, any dissemination, distribution or copying of this communication is prohibited.