Name: We will now be operating under the name of Robert W Morris & Company PC.
Email: We will provide you with our updated information as we receive our new email addresses. Our existing emails will be operational for the foreseeable future.
Phone: No change. Our existing phone numbers will continue to function as before.
Address: We will provide you with our updated physical address shortly. The OBI team will still be working in the same remote/virtual environment as before.
Staff: OBI underwent some staffing and billing changes in August in anticipation of establishing our staffing and fee plan that would remain intact during this acquisition. We do not anticipate further changes. Holly, Rachael, Gina, Samantha, and Becca will all be retained at RWM.
Owner (Jessica): While Jessica will no longer own and operate OBI and OTL, she will also be joining us as a member of the RWM team. Jessica will be leaning on the RWM team to assist and take over a number of tax clients as the existing list has exceeded her capacity as the sole CPA on staff with OBI/OTL.
QBO will remain the same. If we currently pay for your subscription, that will continue now under RWM.
RightNetworks/QB Desktop: We will still be working directly with RightNetworks.
Payroll: This one we are extremely excited about! We will remain in the same system through Q3. Starting Q4 we will be utilizing a more robust payroll system that streamlines your involvement in the process and provides better processing capabilities. All for the same payroll price that we offer now.
Taxes: We will be moving a more robust tax preparation system. We will also have a new shared drive that will allow us to give you access to all of your tax documents in the same place that you can access payroll and bookkeeping documents.
Billing: Your billing will remain consistent. You will notice an updated name (RWM) on your accounting drafts vs OBI.