Home Base

Client Services

Welcome to our client portal!  Here you will find important links, fillable forms, and helpful information to get started on the path to financial clarity!

Are we a good fit?  You bet!  Are you ready to…

Leverage technology?

Dynamic Bookkeeping is a cloud accounting firm.  This means we are strictly wireless and paperless.  Meetings are done via video and documents exchanged using secure portals and encrypted email.  No paper, no wires, just efficient business management.

Learn about your business?

Sure, we can manage the bookkeeping for you and provide advisory services…but wouldn’t you like to know how to read your reports and how to use them to help make smart business decisions?  We want to show you how!

Collaborate with us?

Our clients are most successful when they seek to partner with us to make the best strategic decisions for their firm.  There is a wealth of information at our fingertips, all you have to do is ask!  We do so much more than data entry.

Forms and Helpful Links

Getting To Know You

New client or prospective client questionnaire.  Help us learn more about your business!

Payroll Setup (Employer)

Start your payroll adventure by onboarding your company here!

Employee/Contractor Payroll Onboarding

Let’s get you paid!  Click here to provide us with important payroll information so we can generate your paycheck.

View Your Pay Stubs

This link will take you to view all pay stubs and W-2’s online!

Videos & Tutorials

You’ll find helpful tutorials and common QuickBooks Online task how-to’s here.

Document Portal

Send sensitive, confidential, and private documents securely using our document portal.  No file too large!



Need additional assistance?

Help is on the way!

Use this easy form to explain your question or unique situation and we’ll return your message within 24 business hours!

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More Than Data Entry