Because I'm sure I wasn't being totally clear - this is what I need to do for Users:
1. Change my Accounting firm from Primary Admin to just "Accounting Firm"
2. Change Client from being a Company Admin to a "read only" limited access User.
3. Add the private CPA/bookkeeper to the list of Users and make them a Primary Admin. (or if that's not possible, a Company Admin).
I hope this helps!!!
