Client Benefits

Client Benefits

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 tranfer your computer files to our office, and receive files, 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 monthend administration.
  • Software . . . For clients using our proprietary software, we provide software downloads and updates. 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.

Call today for your own user id and password!


3130 Chaparral Drive Roanoke, VA 24018 - (540) 777-1314
Open Weekdays 8:30am-5:30pm

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