WHY YOU NEED A LOGIN
With your own User ID, here’s what will be available to you on our website.
- Record Retention Guidelines: Find out how long you need to keep your records.
- Secure File Transfer: You’ll be able to transfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax returns, when needed.
- End of Month Software Procedures: We will make sure you know exactly how to transfer files to our office, when to perform backups or other month-end administration.
- Software: For clients, using QuickBooks or Peachtree, we provide an easy way to send and receive your bookkeeping information. Software training is also available.
- Documents: You’ll have access to certain documents that we make available to all our clients, such as a sample expense report. Additionally, we will provide, as needed documents addressing your specific needs.
- Client Newsletter: You will have access to monthly newsletters packed with valuable information to help you successfully and profitably manage your business.
- Calculator Library: You’ll have access to online calculators that include calculating Sales Volume Break-even Analysis, Home Refinance, Break-Even calculator, and Amortizing Loan Calculator. Other calculators will help determine if your retirement plan is on track, estimate your Social Security benefits, determine if a Roth IRA or Traditional IRA is right for you, and even determine if you should lease or buy an automobile.
Call TODAY for your own User ID and Password
