Team Member Spotlight : Michelle

Michelle is a CPA that works in the accounting side of our practice. She came over when we merged with Primarily Bookkeeping and she is a fantastic addition to our team.

Why did you decide to become an accountant?  

I chose accounting in college as a career knowing I’d always be able to find a job wherever I went. It was just my luck that I discovered a passion for it the more I learned.

When were you hired for TL;DR, or when did you start with Primarily Bookkeeping?  

I started working with Primarily Bookkeeping in April 2018 and then transitioned to TL:DR in August 2018.

What made you decide to want to work for TL;DR?  

TL;DR offers the opportunity to fulfill my passion for accounting combined with the flexibility to work from home and fit my work into my family life.

What do you enjoy most about TL;DR?

I love the opportunity to work with a wide variety of clients, each with their own intriguing uniqueness, and having a team to collaborate with.

What is a typical work day like for you?

There’s really nothing typical about any of my days. Because I homeschool my son while working, I have to stay flexible, keeping on top of the needs of my clients while answering my son’s never-ending questions. My “office” is my Surface Pro laptop, which goes with me everywhere. If I have a spare moment or receive an urgent email, I’m online and ready to work.

What is your favorite tip for small business owners?

Focus on what you know best about your business and let your trusted advisors deal with the paperwork details.

How do you stay informed about developments and changes in the accounting world?  

As a licensed CPA, I’m required to complete Continuing Professional Education and I make an effort to always find coursework that’s relevant and timely to the industries I serve.

What is your biggest achievement to date – personal or professional?  

That is definitely my family, my husband and son. I love my work and get a lot of joy from it, but there’s nothing like being a parent.

What do you do outside of work?

Some would say I’m never really “outside of work!” But when I’m not stealing a moment to post a journal entry or complete a bank reconciliation, I’m either teaching a homeschool lesson to my son or preparing for one.

Do you have any advice for those interested in entering the accounting field?

Pay attention to details because accounting is all about the details.

Heather - Comic

Team Member Spotlight: Heather Simpson

Heather Simpson is an amazing Executive Assistant. She keeps the virtual office running, making sure the many projects are still moving and that we don’t miss an email. We hope this gives you a bit of an introduction to Heather!

Why did you decide to become an Executive Assistant?

It plays to my strengths of organization, and my love of helping people.

When were you hired for TL;DR?

July 16, 2018 was my first day.

What made you decide to want to work for TL;DR?

The amazing ladies that work here!

What do you enjoy most about TL;DR?

It’s a really knowledgeable and supportive environment.

What is a typical week day like for you?

Coffee. Lots of coffee. I’m usually keeping up with my 4 year old. We try to go to a park everyday, and share a great love of animals.

What is your favorite tip for small business owners?

Don’t be afraid to seek help. Utilizing other people’s knowledge and experience can save you big time.

How do you stay informed about developments and changes in the industry?

I’m working on this one. I took a few basic accounting classes in high school and college and really enjoyed them.

How are you always learning and improving yourself?

I am an avid reader, and not afraid to ask questions.

What is your biggest achievement to date – personal or professional?

Coordinating and executing multiple cross country moves, and still being sane? Being a military spouse is not easy!

What do you do outside of work?

I love collecting and trading Disney pins, and help run a regional group that holds regular pin trading events. I also love to cook and bake, and eat of course! I l always try new foods when I travel, and then try to recreate them at home. I also love to play all games (card, board,and video) and enjoy attending gaming conventions with my husband.

If you could be any fictional character, who would you choose?

Belle from Disney’s Beauty and the Beast. Have you seen her library?

Do you have any advice for those interested in entering the business field?

If you are open to learning and new ideas, then you will be open to success.


Can We Meet In Person?

Can We Meet In Person?

I am often asked where TL;DR is located and if a client can meet in person.

I am normally located at the SLU WeWork in Seattle. This week, I’m in London and working from a WeWork in Paddington. Every year, I take a few weeks to visit the east coast and my family in New York.

My penchant for travel and remote work is why scheduling appointments on my calendar is so important. It’s also why we don’t take unscheduled phone calls.

TL;DR: Accounting is a remote firm. Our team members work remotely from all around Seattle and Portland. Working remotely is a benefit to our employees, as studies show employees are more productive and happier when working from home. Plus, working from home saves our employees from dealing with traffic and the area’s housing prices.

So, no, you cannot meet with our team in person. You can, however, still meet us face-to-face, in a way, through Google Meet or Zoom. We also schedule regular phone calls with our clients. This allows us to connect with and see our clients without anyone needing to deal with traffic or conference rooms.

…but can we meet with you at the office?

We do not meet with new clients in person. We offer an introduction call to see if we are a good fit and to discuss how we can help solve your problems. After that, meetings can be worked into your package at a premium.

In order to provide the most value to our clients in this increasingly digital world, our clients tend to appreciate meeting digitally since it reduces the amount of time that they are not serving their clients.

TL;DR: Once you are a client we will meet with you in person if you request it.