![]() ![]() ![]() Certified Professional Bookkeepers of Canada : To become a CPB member, you need to score at 80% or higher on the certification exam.Consider applying for certification with some of the following organizations: Certifications show your clients that you have extensive training, and it helps to reassure them that they can trust you with their books. If you already have one of our portals, you can login here by clicking the blue Client Portal button.Even if you have a host of experience, you may want to consider certification. If you would like more information on our client portals, contact us at your convenience. Secure password protection: A comprehensive password system provides you with worry-free access.ġ28-bit encryption: This protects your data as it travels between the data center and your computer. They use the industry's most advanced security and reliability measures to keep your data safe, including:īuilt-in redundancy: Multiple data locations, Internet connections, and power sources keep your portal up and running at all times. Our portals are hosted at some of the largest, most secure data centers in the world. With our client portals, you have your own secure, password-protected online portal that can allow you to:Īnd you can rest assured that your critical financial information is secure. You can access your completed tax returns and other financial information anytime you need it. If you have an Internet connection, you can access your accounting and financial records from anywhere, 24 hours a day, 7 days a week.Įven if you don't run your own business, your life doesn't start at 8:00 a.m. You don't have to wait until you get back to the office or for your accounting firm to open the next day. Maybe you just remembered that you needed to approve a payment to one of your vendors, or you just ran into one of your customers at your kid's ballgame and they asked if you had received their payment. Whether you are at the office, at your house, at the ballfield, or on vacation, your mind is still constantly working. If you own your own business, you know there is really no such thing as "off hours". He can help you spend more time working on your business rather than working in your business. ![]() His goal is to empower you with the tools and information you need to master the financial management of your business. Roger's unique blend of experience and skills allows him to offer unparalleled insight to the financial side of your business. He has worked with businesses, individuals, and trusts and estates with their tax needs, preparing countless federal and state tax returns. Working in public accounting, Roger has assisted small and medium sized businesses in the retail, medical, oil and gas, and service industries with their accounting and financial management needs. He has held the positions of Corporate Controller in the construction and insurance industries and served as the Chief Financial Officer for a multi-national, multi-billion dollar corporation in the life reinsurance industry. Roger also holds the Chartered Global Management Accountant (CGMA) designation.Īfter starting his career in 1988 as a staff accountant with a small life insurance company, Roger gained extensive experience in the fields of accounting, corporate finance, and management working with small companies as well as multi-national corporations. He has held his CPA license since 1990 and is licensed in both Oklahoma and Texas. He received a Bachelor of Business Administration degree from the University of Oklahoma and a Master of Science in Accounting degree from East Central University. Roger was raised in the Ada, Oklahoma area and is a graduate of Ada High School. ![]()
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