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For Our Clients Only:
With your own user id and password, we provide the following online products to you:
| Record Retention Guidelines |
How long must you legally keep records. |
| Secure File Transfer |
Safely and secure transmit your records to our office and receive files, including ad-hoc financial statements and copies of tax returns. |
| End-of-Month Software Procedures |
We will ensure that you know how to properly transmit your electronic files to us and we will instruct you when you should perform backups or other month-end administration. |
| Software |
We provide downloads and updates for clients using our proprietary software. Software training is also available. |
| Documents |
You will have access to certain documents that we make available to all of our clients such as a sample expense report. We also provide specific reports that you identify to us. |
| Calculator Library |
| Online calculators for determining: |
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1. |
Sales volume breakeven analysis |
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2. |
1040EZ Tax form |
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3. |
Home Refinancing or breakeven calculator |
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4. |
Amortization loan calculator |
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5. |
A retirement plan calculator will help you determine if your retirement plans are on track, estimate your social security benefits, determine if a Roth or traditional IRA is right for you. |
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6. |
Additionally, another calculator can help you determine if you should purchase or lease a vehicle, assist with saving for college or help you determine how much life insurance you should be carrying. | | |
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As your financial professionals,
we are committed to understanding
your vision and goals.
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