Secure access to your bookkeeping documents, reports, and direct communication with LaWanda Bell. Available 24/7 for your convenience.
Access monthly reports, P&L statements, and balance sheets
Securely upload receipts, invoices, and bank statements
Communicate directly with LaWanda about your books
Track ongoing projects and upcoming deadlines
Bank-level encryption protects your financial data
Access your information anytime, anywhere
Access your secure client dashboard
Don't have access?
Your portal access will be set up automatically when you become a client. Ready to get started with professional bookkeeping?
Having trouble accessing your portal? We're here to help.
New to the portal? We provide training and documentation.
If your bank statements sync with QuickBooks Online, no manual uploads are needed. Otherwise, you can securely upload bank statements and other documents through the client portal.
Yes, you'll receive organized, downloadable reports every month through your secure portal.
I typically provide monthly bookkeeping, but if you need weekly reporting or additional support, we can discuss a custom schedule that meets your business needs.