Our clients have personalized user id's and login's for our website which grant access to the following features and more...
Record Retention Guidelines . . . Find out how long you need to keep your records.
Secure File Transfer. . . You'llbe able to transfer your computer files to our office, and receivefiles, including ad-hoc financial statements and copies of tax return,when needed.
End of Month Software procedures . . .We will make sure you know exactly how to transfer files to our office,including when to perform backups or other month-end administration.
Software . . . For clients using our proprietary software, we provide software downloads and updates. Software training is also available.
Documents . . . You'll haveaccess to certain documents that we make available to all our clients,such as a sample expense report. Additionally, we will provide, asneeded, documents addressing your specific needs.
Calculator Library . . . You'll have access to online calculators that include calculating Sales Volume Breakeven Analysis,Home Refinance or Breakeven calculator, and Amortizing LoanCalculator. Other calculators will determine if your retirement planis on track, estimate your Social Security benefits, determine if aRoth IRA or Traditional IRA is right for you, determine if you shouldlease or buy an automobile, fine tune your college savings plan, or seehow much you need in life insurance.
Call today to schedule an appointment and discover how we can Help You Build Value for Your Business.
