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We believe that technology is a strategic component to our firm's value proposition. Over the years we have developed an integrated systemized approach to our clients accounting and financial management needs. We believe that there should be no mystery with regards to the impact of the markets and/or any government changes to the tax code that cannot be immediately assessed by our firm.
We have always been proponents of cloud computing and a 24/7 web based approach to our offering. Below are several critical links:
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SCHWAB ALLIANCE
| For our clients with less than $50 million in assets, we recommend that they use Schwab Institutional as a custodian. This is the link to client accounts at Schwab Institutional.
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GOTO MEETING
| Key to our success is our ability to "meet" with you 24/7 anywhere in the world. GotoMeeting enables us to meet with you on-line.
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QUICKBOOKS ON-LINE
| Quickbooks On-Line is the web-based application that we recommend as a consolidated mechanism for us to coordinate your book-keeping, accounting, and taxes with your existing team of accountants.
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PAYTRUST
| Paytrust is the web based application we recommend for clients that have multiple bank accounts. Paytrust enables our clients to have one consolidated platform for all disbursements on a platform that integrates with QuickBooks.
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