Client Info
BUSINESS NAME
Century Home Design
BUSINESS TYPE
S-Corporation
CLIENT OWNER
KC Brothers
CLIENT SINCE
May 9, 2025
SOURCE
Referral
Contacts
Phoebe Christoffersen
Logged in 2 weeks ago
Primary contact
Connections
Tasks
Recently Added Files
2025 Century Home Design W-9.pdf
Phoebe Christoffersen added this 15 days ago
2025 rent payment.pdf
Phoebe Christoffersen added this 15 days ago
Residential Lease Agreement.pdf
Phoebe Christoffersen added this 3 months ago
Dependent-Care-Receipt-Form.pdf
Phoebe Christoffersen added this 3 months ago
05-25_Invoice_Notspecified_PhoebeChristoffersen.pdf
KC Brothers added this 4 months ago
Notes
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There are no notes for this client.
Resolution Cases
No active resolution cases
A resolution case allows you to bundle and invoice your work.
Upcoming Events
MONDAY
29 September
NO EVENTS
TUESDAY
30 September
NO EVENTS
WEDNESDAY
1 October
NO EVENTS
THURSDAY
2 October
NO EVENTS
FRIDAY
3 October
NO EVENTS
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Phoebe Christoffersen
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Engagement Details
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Introduction
Welcome Message

Hello,


Welcome, and thank you for choosing Mountain West CPAs. We’re excited to partner with you and support your financial goals. Our team is committed to providing clear communication, reliable expertise, and a seamless experience throughout your engagement with us.

To help you get started, here are a few resources you may find useful:

  • Client Portal: if you're seeing this, you've found your way here! Congratulations. This is your client portal.

  • Contact Information: info@mountainwestcpas.com– Reach us directly with any questions.

  • Helpful Resources: http://getcanopy.com/– Articles, FAQs, and tools to guide you along the way.

We look forward to working together. Thank you again for trusting us with your accounting needs.

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22_2_Checklist_Better_Firm_1.pdf
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Introduction
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Phoebe Christoffersen

Mountain West CPAs
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Monthly Accounting & Advisory Support for {{clientname}}

12 month agreement beginning upon acceptance
Introduction

Hello,


Welcome, and thank you for choosing Mountain West CPAs. We’re excited to partner with you and support your financial goals. Our team is committed to providing clear communication, reliable expertise, and a seamless experience throughout your engagement with us.

To help you get started, here are a few resources you may find useful:

  • Client Portal: if you're seeing this, you've found your way here! Congratulations. This is your client portal.

  • Contact Information: info@mountainwestcpas.com– Reach us directly with any questions.

  • Helpful Resources: http://getcanopy.com/– Articles, FAQs, and tools to guide you along the way.

We look forward to working together. Thank you again for trusting us with your accounting needs.