Some of the sales info didn't match…
Some of the sales info didn't match what was being provided. They should create a plan after your first meeting with your accountant. Outline the specifics for you and the steps to be done by you and time frames. LLC to S-Corporation, tax paperwork, deadlines, creating a bank account for your needs and that can tie into their system. Transfer existing receipts into a system. Since audience is likely sole entrepreneurs and small business people provide guidance and information so customers don't have to search Google for answer. Make it clear h ow to use the most of their system