If your numbers don’t help you choose the next move, they’re not done yet.

Whitney Hood — Accounting Administrative Assistant

Whitney doesn’t do the bookkeeping, payroll, or tax work. She makes all of it easier, faster, and clearer—for you and for our specialists. As the administrative hub at Take Flight Business Solutions, Whitney keeps requests organized, documents flowing, meetings on the calendar, signatures completed, and updates easy to understand so owners can act on their numbers with confidence.

What Whitney owns (coordination & communication — not accounting)

• Document intake & organization (Canopy Tax): requests the right statements and receipts, names files consistently, and keeps folders tidy inside Canopy Tax so your team and our specialists can find what they need fast.
• Scheduling & reminders: sets brief, agenda-driven check-ins, confirms who needs to be there, and makes sure meetings end with next steps so you always know what to do next.
• Portal setup & messaging (Canopy Tax): helps you log in, verifies access, and keeps messages centralized so month-end isn’t a scavenger hunt.
• Signature coordination (Canopy Tax & Encyro): prepares and routes e-signature packets via Canopy Tax and Encyro—Form 8879, engagement letters, return approvals—then confirms completion and files acknowledgements.
• Status tracking: maintains an open-items list and follows up politely so deadlines stay predictable without you chasing details.
• Issue routing: when something needs attention—an entry question, a payroll cutoff, or a notice—Whitney logs it and routes it to the right specialist (bookkeeping, payroll, or tax), then circles back with a plain-English update.

How owners feel the difference

• Less back-and-forth: one organized point of contact who gathers facts first and answers clearly.
• Predictable cadence: meetings, deliverables, and signatures arrive on schedule—no last-minute scramble.
• Clarity in plain English: short summaries that explain what changed and the next 1–3 actions.
• Time back: you focus on decisions while Whitney handles logistics and communication.

Built for virtual collaboration—local & nationwide

From our Florida base, Whitney supports owners near Pensacola and Cantonment and partners with clients nationwide through Canopy Tax (secure portal, messaging, and e-signatures) and Encyro (e-signatures). Whether you’re across town or across the country, the experience stays simple, consistent, and on time.

Typical workflows Whitney streamlines

• Onboarding: welcome checklist, Canopy Tax portal setup, and a first-month timeline so everyone knows the plan.
• Monthly rhythm: calendar invites for your review, confirmation of needed documents, and tidy hand-offs to specialists.
• Signature packets (Canopy Tax & Encyro): creates packets for 8879s, engagement agreements, and return approvals; confirms identity, completion, and filing of acknowledgements.
• Collections & scope alignment: professional, friendly follow-ups on past-due items and clear notes when timelines or scope need adjustment.
• Notice coordination: routes sales-tax or IRS/state letters to the tax team with the right documents attached, then confirms action steps with you.

The team around Whitney

• Brian Dela Cruz, CPA (MA): firm owner and oversight.
• Client Lead: your day-to-day point of contact for monthly reviews.
• Bookkeeping, Payroll, and Tax Specialists: the hands-on pros Whitney supports and coordinates.

Bottom line: With Canopy Tax and Encyro handling e-signatures—and Whitney coordinating the people and process—you get what you really want from accounting: clean books, smarter taxes, and better decisions—on time, every month.