From reviewing your financial reports to sharing documents with your account manager, our client portal gives you anywhere access.
Resources and Tool
Our client portal contains many helpful resources and tools to help you work better, be more organized, and make financial decisions.
Secure File Storage
Whether you need cloud storage or need to share documents with a work group, our portal’s file manager offers you a solution.*
Regardless of whether we are a few blocks away or on the other coast from you, you become our neighbor with our portal.
We prides ourselves on our abilities for seamless partnership with internal bookkeeping staff and controllers. We place a premium on using the knowledge and experience we have accumulated over the years to provide the highest quality service and ensure the well being of the businesses we serves.
-Rochelle Margucci , -Susan Wilson
We are grateful to our many clients who have trusted us with taking their business to the next level
I can attest to Rochelle’s strict professional and ethical approach with regard to business dealings with her clients. Her work has been consistently complete, accurate, and timely.
Rochelle is the business lady that I call for all my business needs. I will no longer go anywhere else now that I have found her. I am worry free now!