Welcome to the CPA4IT family! We are excited to help you organize finances, create wealth, and transform wealth into a legacy. To support you on your journey, we’ve compiled a collection of free resources exclusively for our clients. These resources include our insightful blogs, engaging webinar recordings, access to our secure Client Zone portal, and much more.
Liscio Access
Our Liscio New Client Portal is where you can view your financial statements, see who’s working on a specific document, and uplad your files anytime. This dynamic process of accessing and sharing content in one place makes it flexible for you and your schedule. An email has been sent to you with the invitation to activate your CPA4IT Liscio Account.
CPA4IT Blog, Webinars, Newsletters and Self Employed Support Network
We fall in love with the the problem and not the solution; we recognize that the pain of tax is permanent, but, our solution is always evolving. We have monthly Newsletters, a variety of Blogs, upcoming monthly CPA4IT Webinars, prior recorded webinar on our CPA4IT Facebook or CPA4IT YouTube and a Facebook Self Employed Support Network Group.
CPA4IT Free Client Resources and Tools Access
We have a comprehensive library of bookkeeping training videos, bookkeeping tools and FAQ Documents accessible to our clients. Please click on the link to access all our Free Resources and Tools that are available to all CPA4IT clients. We also offer our clients access to our CRED (Capturing Revenue & Expense Data) which is an excel based bookkeeping spreadsheet. We urge you to surf our website as it contains much information that may be useful to you.
CPA4IT Octane Podcast
We have created a podcast dedicated to help you organize your finances, create wealth, and transform wealth into a legacy. Hosted by Andrew Wall, CPA, CMA Managing Partner of CPA4IT, and top 50 cloud accountant in North America, and Rachel Stedman, Head of Customer Care of CPA4IT. We welcome you to listen to our 12 part podcast series Octane – The fuel your business needs to succeed.
QuickBooks Online Account
QuickBooks Online is a cloud based bookkeeping software that allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. QuickBooks Online saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. CPA4IT is able to provide our clients discount wholesale billings to NEW QBO Subscribers for a low monthly fee of $45 per month. Please click on the link to get Get Over 40% Off QuickBooks Online.
Dext-Receipt Bank Account Access
Dext-Receipt Bank is an easy automation app for collecting, processing and publishing receipts and invoices. You didn’t go into business to do paperwork. Dext-Receipt Bank tracks, reads and stores your receipts and invoices on the go, so you can focus on what matters. As a CPA4IT client, we can provide our clients with a discount wholesale billing from $37.50 a month under a monthy plan to $25 per month, please click on the link to register and get our wholesale Dext-Receipt Bank Account.
Northstarrs Financial Courses
Discover a wealth of knowledge at NorthStarrs, your gateway to a gallery of audio and video courses designed to elevate your financial and professional skills. Unlock your full potential through expert-led learning, tailored to your needs. It’s time to invest in your future with NorthStarrs. Use Coupon Code:cpa4it100 to have free access to all courses.
LastPass Account Access
With the use of Cloud-based technology to manage your finances, it is important that clients improve the overall security of your online life. LastPass is a secure password manager that stores all of your usernames and passwords in one safe place, called a vault. As a CPA4IT client, we provide all our clients with this scalable, comprehensive password and identity management account. Please click on the link to get your Free LastPass Account.
IT360 Financial
We have joined forces with IT360 Financial to bring you a host of benefits, providing personalized financial planning and tailored solutions that empower you to achieve your financial goals with confidence. It all begins with your discovery session where we learn about your objectives and concerns. We then provide you with your customized financial strategies report generated by our proprietary financial tool. The exclusive program includes General Liability, Errors & Omissions, Disability Insurance for Incorporated Professionals, Medical and Dental Coverage and much more.
We have a variety of accounting and bookkeeping packages which include the preparation of your corporate tax returns and financial statements, performing a benchmarking analysis on your corporation’s revenue and expenses, reconciling your corporation’s GST/HST and assisting you with tax planning. We also provide additional tax and corporate paralegal services, for more details please view our Additional Services and Fees.
We hope that our variety of value added tools assist you along your journey with our firm.
