Working with Left Brain Professionals
You can schedule a meeting with any of our associates at your convenience using Bookings. Be sure to select one of the “Existing Client” options and the appropriate person from the drop-down list.
Send your questions to Support@LeftBrainPro.com and one of our associates will respond within one business day.
Call our office at (614) 556-4415 to be connected with an associate. No gatekeepers in your way.
Please do not email sensitive information to include financial statements, rates, proposals, tax returns, etc. To protect your information, we ask that you upload all documents to our secure Microsoft GCC Teams. You should receive a separate email invitation; let us know if others need to join the Team. Submit a request to Support@LeftBrainPro.com if you need access assistance.
If your organization uses Teams, you’ll need to switch organizations by selecting your profile in the upper right corner.
Note that we create Channels for each project within a client organization. Select the appropriate channel when uploading documents.
If you use QuickBooks Online, please add us as an Accounting Firm under Manager Users by sending an invite to ClientAccounting@LeftBrainPro.com. You can find the Manage Users option from the gear in the top right.
If you use QuickBooks Desktop:
- You can upload to Teams an Accountant’s Copy of your file or a backup file.
- You can give us access to your hosted environment.
- We can migrate you to our hosted environment in Swizznet. Please contact us for pricing and details.
If you use another software program:
- You can give us access to your environment. We regularly work with VPNs and can support any access configuration necessary.
- You can upload to Teams copies of financial statements including the Trial Balance, Balance Sheet, Income Statement, and any indirect rate calculations. Please upload CSV or XLSX files.
Save paper, time, and money by paying your invoice electronically.
- Forte| Follow the instructions in the email sent with your invoice.
- Bill.com | Send your payment to Accounting@LeftBrainPro.com.
- PayPal | Send your payment to Accounting@LeftBrainPro.com.
- ACH | Contact us for bank details.
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