Welcome to our Client Resource Center!
This space is for our current clients to receive support, explore our resources, find answers to frequently asked questions, and more.
Contact Us
Book a Call
Click here, or use the widget on this screen to book a call with Anne. To book a call with your Lead Accountant, please reach out to them via your client portal.
Client Portal
Click here to log into your client portal.
You can also download the client portal app; get it for Android here and iOS here.
Response Times
Our firm is open Monday through Friday from 9 AM to 5 PM Eastern However, our team works remotely and across multiple time zones, so you may receive communication outside of those hours. Please allow 24-48 hours for a response to any emails or portal questions.
Resources & Tutorials
Please use the tabs below to switch between different resource lists.
🚨 October 15th is the deadline for extended C-Corp and Indvidual tax returns.
🗓️ We recommend collecting W-9s ASAP from your vendors. Please reach out to your accounting team if you aren’t sure who you should be contacting for these forms. A blank W-9 can be found in the Forms Template section of this page.
4️⃣ Q4 is right around the corner! We can’t believe it either. Now is a good time to start thinking about your plans for next year so that the last few months of the year can be spent setting yourself up for success.
- Quickbooks Online or Xero for accounting software.
- Gusto for payroll.
Frequently Asked Questions
How do I get in touch with my accountant?
Please reach out to your accounting team in your client portal.
When will I receive my financial statements?
Financial statements are typically published the second or third week of the following month. This timeframe will vary depending on the size of your accounts, how quickly we receive answers to our outstanding questions, and a number of other factors. We send a check-in email every week to keep you up-to-date with our progress.
What should I be sending my accountant every month?
Please send us statements for any accounts we do not have direct access to. You’ll also want to provide receipts for any business expenses and any other Accounts Payable or Receivable documentation (i.e, any outgoing or incoming invoices).
What if I need help with something that wasn’t in my original proposal?
You can reach out to Anne at anne@napacct.com for any out-of-scope requests. We’ll coordinate a plan or discuss an updated proposal, depending on your needs.
How can I submit feedback about my experience with ANC?
Please submit any feedback using this form. You can submit the form anonymously, but please provide your name and your organization’s name if you would like a direct response.
