Your Portal Accounts Benefits to your business

Strengthen your business with smarts, experts and technology

Below are a series of videos with Ken Lipschitz explaining the clear benefits of Your Portal Accounts processes, technology and know-how. Please view those which you find most relevant to your business.

Video: Your Portal is part of your business, we work with your advisors

Video: How Your Portal is an ‘insourced’ component of your business

Video: How you, as the client, control when and how you receive financial reports

Video: The benefit of good reports for gaining funding

Video: The ease of using our web portal, and how 90% of clients’ needs are the same

2 Videos: How Your Portal tailors to your specifics

2 Videos: Clever purchasing and payroll