WHY YOU NEED A LOGIN
With your own user id, here’s what will be available to you, as our client, 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, including 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 Breakeven Analysis, Home Refinance or Breakeven calculator, and Amortizing Loan Calculator. Other calculators will 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, determine if you should lease or buy an automobile, fine tune your college savings plan or see how much you need in life insurance.
Call TODAY for your own user id and password!
