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What our Clients Receive

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 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 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!

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    Download
    Our Free Report:
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    We'll also subscribe you to our weekly tax and finance alerts. And we never rent, trade, or sell your email address.

     

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    5114 North 2nd Street, Loves Park, IL 61111

    412 W. Washington St, Oregon, IL 61061

    (815) 394-1040