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What's for Clients Only




 

What's for Clients Only

With your own User ID, here's what will be available to you, as our client, on our website:

  • Record Retention Guidelines . . . Find out how long you need to keep your records.
    Compass Small Business Atlanta, GA Clients Only
  • Secure File Transfer. . . . You'll be able to tranfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax returns, when needed.

  • End of Month Software procedures . . . We will make sure you know exactly how to transfer files to our office, including when to perform backups or other month end administration.

  • Software . . . For clients using our proprietary software, we provide software downloads and updates. Software training is also available.

  • Documents . . . You'll have access to certain documents that we make available to all our clients, such as a sample expense report. Additionally, we will provide, as needed, documents addressing your specific needs.


    Call TODAY for your own User ID and Password!

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    The right direction for your small business -- professional financial services
    for the small business owner in the greater Atlanta area.
    Phone number: 404-841-3640   Mobile number: 404-786-0149