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HOW WE WORK WITH YOU

We strive to meet our client’s needs whenever and wherever they need us. We operate in a paperless office environment so that we can manage our client files from anywhere in the world.

How We Work With You 


24 Hour Access to your Information

Proprietary Client Cloud Service

Not only does our entire staff work on a cloud based server but we offer this service to our clients as well. Our firm utilizes the services of Preemo IT Support who can help a client set up a slice of cloud server to use for their own QuickBooks accounting files.  This allows a client to work on their files 24 hours per day, 365 days per year utilizing the most current version of QuickBooks software. 

The system is backed up every two seconds on an encrypted basis so clients can be assured their files will be secure from hurricanes to hackers. Our clients and accounting staff can work together on a file without having to try and back up and email or transfer a QuickBooks file. 

Each clients also gets the technical support of Preemo technicians 24 hours per day, if needed.

Client Private Portals Is Mobile

Available as a free download for Apple® or Android™ devices, the NetClient CS mobile app offers our clients on-the-go access to the services and content your firm has made available. Our 1040 and business clients can access tax returns, financial statements, and other documents pushed to their secure client portal.


Accounting Services

Consistent with our paperless office environment, we can correspond with our clients via e-mail and though the use of scanned documents. We work with most of our clients bank accounts through the “read only” feature of electronic banking.

Some clients prefer to drop-off and pick-up their accounting work. This option is always available as well as our ability to have work dropped-off directly to the client’s home or office.

Many small business clients cannot afford to have an in-house accountant or comptroller. One of the members of our accounting staff can be placed in a client’s business on a permanent, part-time basis to pay invoices, send out billings, write payroll, reconcile bank accounts and pay federal, state and county taxes.

There is not an accounting function one of our staff cannot handle. To insure consistency and reliability, both the partner in charge of your account and our staff member will be familiar with the account so that there is never a break in service due to an illness or change in job status.