Whitehouse, OH CPA/PFS, CTC / Tax-Free Tax Coach
 
 
 
 
Client Portal  

Welcome to the new generation of Cloud Computing where you, and your Tax-Free Tax Coach team {expert bookkeeper, QuickBooks ProAdvisor (us) and CPA (us)} can meet online to manage your accounting and business finances.  So seamless and stress-free, its like a heavenly experience.

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

We have a number of options available depending on your needs.

  • We can host Quickbooks on-line and have you access through our Client Portal.  This way we both have access to the data, and we can be your bookkeeper or just monitor and review your work.  The information is secure and you never have to worry about backups or lost data. 
  • You can host your QuickBooks on your own PC and have us review it on monthly or quarterly basis.  We use a Remote Accounting Solution to send data back and forth, and I can even access your computer and make modifications or problem solve if the need arises.
  • We can host your Quickbooks accounting in-house and perform all accounting and bookkeeping functions. 

Each month or quarter we'll do the following things for you...

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

Time and Money Savings using E-Dashboard Online Cloud Computing

  • Instant access to you financials.
  • Faster turn-around time.
  • Accountant and You can work in the files at the same time.
  • No more "Accountant's Copy" or backups, or being charged for travel time, or wasting your time with trips to accountant.
  • Stop sending documents back and forth.
  • Time savings which equals to more productivity for you and CPA, resulting in money savings.

View our e-Dashboard Demo Now!

 

Do you think you pay WAY TOO MUCH in TAXES? You're not alone!

Even the government thinks you pay too much.  That's right, even the Government Accountability Office (GAO) thinks you pay too much!  They estimate that taxpayers overpay taxes by about $945 million each year due to mistakes they and their tax preparers make on their tax returns!

 

   

Law of Unity

"May God...help you live in complete harmony" - Romans 15:5 

 

View a demo of the SmartVault within the e-Dashboard

 

When would you like to know that you're overpaying in taxes?

 Put yourself at peace, call today.  Guaranteed to put money in your pocket.

Our tax coaching program provides tangible results.

If you'd like to receive a Free Consultation on our Small Business Accounting Service, please complete this form.

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