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Accounting Day-Orange County

TBA, aprox September           .....


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List of Jim's sample Excel Files used in recent presentations

Back Office Solutions


Jim Colville CPA integrates a strong foundation of accounting practices with the most advanced technology available, creating innovative solutions for your business and team.

Click here for more on Back Office Services.

Below are some of the tools available to you create simple and effective solutions:



Client File Upload
A secure portal for our clients to upload files that are too large to be sent as email attachments or when email data security is an issue. Your file must not be open on your computer when uploading.

Checkbook Demo

A simple online tool used to track debits and credits in a team environment.
Username:   check
Password:   book

Make a Payment

Make a payment on an outstanding invoice or for a special event or seminar. You must have a payment code to enter on the next screen. We process payments for other organizations. Again, you will need the payment code.

Client Portal

Access your private portal for uploading and downloading files in a 100% secure environment and without file size limitations. This is your private area that is not shared with other clients and provides total upload, download, and data storage security. You also access your online checkbook here.

















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Accounting Day
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