July 31, 2012
Portals are everywhere. When you access your financial portfolio or bank account, you are using portals. Online access to information is critical these days, allowing instant access to data and documents when you need them—the ultimate in convenience.
At our firm, we also want to provide our clients with the convenience of web-based access, which is why we offer our advanced and highly secure client portals. Portals allow us to easily deliver and exchange information with you and collaborate in real time—essential benefits when you are busy running your business and household.
Portals just make sense in today’s fast-paced work environment. Consider the value:
Contact our office for more information on our advanced client portals.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
This is an administrative position providing support to all team members of the firm. This position encompasses a wide range of activities with involvement in all phases of administration...Learn More
The individual for this position must be detail oriented and have high acumen for accounting and customer service. This position plays an integral role in the firm by ensuring the client’s financial records, accounting...Learn More
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider: