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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.

  • 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 return, 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 monthend administration. 

  • 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.

  • Calculator Library . . . You'll have access to online calculators that include calculating payroll checks, Sales Volume Breakeven Analysis, Home Refinance or Breakeven calculator, Amortizing Loan Calculator, determine if your retirement plan is on track, estimate your Social Security benefits, determine if a Roth IRA or Traditional IRA is right for you, automobile lease or buy calculator, finetune your college savings plan, or see how much you need in life insurance.

    Call TODAY for your own user id and password!

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    RODNEY SEGRAVES
    Certified Public Accountant
    312 West Millbrook Road, Suite 101, Raleigh, NC 27609
    Ph: (919) 875-8800 Fax: (919) 872-7541 Email: r
    odney@segravescpa.com
    www.segravescpa.com