My Documents

Access your secure financial documents and reports.

Welcome to Your Documents

This is your secure access point for financial documents, reports, and statements. Each client has their own private folder with personalized access.

If you haven't received your access link yet, please contact us at [email protected].

Your monthly P&L, balance sheet, WIP reports, and job costing summaries.

Upload receipts, invoices, bank statements, and other documents for us to process.

Quarterly tax estimates, year-end summaries, and tax preparation documents.

Notes from your monthly CFO meetings and follow-up action items.

1
Check Your Email
You should have received an email from us with your unique folder link.
2
Click Your Link
The link will take you directly to your secure OneDrive folder.
3
Sign In with Microsoft
Use your Microsoft account to securely access your documents.
4
Bookmark for Easy Access
Save the link to your bookmarks so you can get back to your documents anytime.

If you can't find your access email, have trouble logging in, or need your link resent, we're here to help.