CLIENT TOOLS AND RESOURCES

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PORTAL

Securely share documents with me.  Each client obtains access to a personalized portal site.

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GUEST EXCHANGE

Guests, please use this link to upload files if you don't have a personalized portal account.

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GUSTO PAYROLL

Whether you need to run payroll for contractors, employees, or yourself as a S Corp owner, Gusto is my go-to provider to handle all payroll processing and tax filings.  They also provide HR and benefits support.

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QUICKBOOKS

Quickbooks Online is one of the most popular options for small business accounting.  I can help you select the right package for your needs.



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