Connecting with Clients Our Client Connection Service

1.A Complimentary on-line service for all business clients -- Our way to stay connected with you throughout the year 2.Provides an easier way to deliver financial information to your CPA -- Simple and Secure 3.Provides real-time financial trends and business intelligence -- Value-added financial insight to grow your business Client Connection Service Value-added analysis What you expect from your CPA

Client Connection enables you to securely transmit financial information to your accountant, and other financial advisors, and view analysis of your company’s financial performance. It is easy to use, and... is compatible with all major financial accounting software packages. provides a dashboard of key financial indicators, to illustrate how your business has performed over time. enhances internal reporting and communication with business partners, investors and directors. Client Connection Service

Upload a single report from your accounting system. Works with all Accounting Systems! Automated interface to QuickBooks and Peachtree also available Client Connection Service

Simply upload your monthly trial balance file to the system. A few minutes each month. Client Connection Service

Custom Business Intelligence and trending information is automatically updated each time trial balance files are submitted. Alerts and indicators help you and your advisor connect on your performance issues… before its too late. Client Connection Service

Compare your trends to others in your industry & size range Over 80 financial metrics Select from annual, quarterly, monthly, trends Compare against average, median, upper quartile, lower quartile Client Connection Service

This data upload system provides a faster, easier and more secure way to deliver financial information It is easy to use and is compatible with all major financial accounting software packages. It provides on-line access to charts, graphs and tables that illustrate how your company has performed over time. Financial trends are updated each time data is submitted. Help Us Stay Informed, So We Can Better Advise you Client Connection Service