Checklists & Guides
Client Resources

Checklists & Preparation Guides

Start with how we work together, then download the checklist that is ready now. More downloadable checklists are coming soon. Need something else in the meantime? Ask us and we will send it your way.

Onboarding

New Client Onboarding & Communicating With Us

Start here before we begin. This walks you through how your MeisterHoff Bookkeeping team works with you inside QuickBooks Online — inviting us to your file, connecting your bank, sending receipts, answering our requests, sharing documents, and reaching us when you have a question.

WA State Tax

WA DOR Account Authorization Instructions

Step-by-step directions to add MeisterHoff & Associates as an authorized user in your Washington State My DOR account — so we can prepare and file your WA State tax returns on your behalf. Includes our SAW User ID and email.

Don't see the checklist you need? Reach out and we'll send you the right guide for your situation.

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Find Out What Your Numbers Are Saying

See where your business
actually stands.

Bring us your books, your questions, and your goals. We'll help you understand your numbers — and make better decisions because of them.

We bring integrity to every number and clarity to every decision — so the businesses we serve are built to endure.

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Bookkeeping & Business Services

Your Numbers, Finally Working for You

We keep the books straight, so you can get back to running the business.

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MeisterHoff & Associates

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