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CLIENT PORTAL

We are transitioning to a new portal system.
You can access it at -- sbsofsa.clientportal.com
please let us know if you have any problems access it.


To upload secure documents or retrieve tax documents, 
Click Here to Login

To access our previous portal - click here

 

CLIENTS

Our clients range from small mom & pop businesses to muti-million dollar corporations.  We can handle everything from monthly / quarterly or annual financials to assist with all you day to day operating.  Working with us should make your life easier not more complicated.  We custom design our service to your specific needs, ensuring you only pay for the services you need.

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