Client Portal

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Schedule a chat with Jessica
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Longer meetings may be subject to a separate charge based on your specific scope of service.  Send us an email to schedule.

Secure File Upload

Please select and upload your files below. You can submit multiple files at once, just click the "Done" button when you are done selecting files and they will be uploaded and delivered securely.

If you wish to avoid having to do this every month, you can provide me accountant or view-only access to your financial accounts or you can contact me to add automatic document fetching service through Hubdoc.   With this service, I will have access to your bank statements and any other accounts that you add to Hubdoc without having to send me the files every month. Click here to learn more about Hubdoc.