Client portal

We are happy to connect with you!

NEW CLIENTS

If you are a new client  or looking to become a client, please click Schedule a Meeting to schedule an appointment.  Most initial meetings can be done via Zoom.

CURRENT CLIENTS

Should you need to send us sensitive documents, please use the UPLOAD FILES link to send through our encrypted portal. 

ALWAYS WELCOME

Please use the Ask Us a Question to inquire about services, ask how we can help you with bookkeeping, payroll or tax preparation or