The Productive Assistant
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online, QuickBooks Desktop, Sage
Who they say they serve: e-commerce (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 4 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | The Productive Assistant | home page | |
| Website | https://theproductiveassistant.com/ | home page | |
| Office locality | Kokomo, IN | home page | |
| Phone | +17655881653 | home page | |
| Offers bookkeeping | Documented: ...on running your business and making money. Let us worry about the books! Learn more Bookkeeping There are many ways to input your income and expenses. We do it the correct way... | home page | |
| Catch-up / cleanup | Documented: ...training Project based accounting to ensure your income and expenses are correct -clean up your books. Inventory set-up Point-of-sale integration Contact Us Spend less time on... | /services | 5 pts (max 5) |
| AP / AR | Documented: ...Tawnya possesses over 25 years of office management experience, which includes managing accounts payable, accounts receivable, inside sales staff, service scheduling, human... | /about-us | 4 pts (max 4) |
| Payroll coordination | Documented: ...step in the details gives you a better picture of your financial situation. Learn more Payroll If you have employees, they expect to be paid accurately and timely. Processing... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...happier!!” -Rhiannon Davidson Thompson, COO, Davidson Excavating, Inc. Accounting Your financial statements are only as good as the data going in to create them. Learn More... | /services | 6 pts (max 6) |
| Industries served (documented) | e-commerce | /about-us | 5 pts (max 5) |
| Software supported | QuickBooks Online, QuickBooks Desktop, Sage | /about-us | 5 pts (max 5) |
| Named contact / team | Lisa Girton, PRESIDENT | /about-us | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 2, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'The Productive Assistant' in Kokomo, IN on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Indiana Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from The Productive Assistant's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.