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  • Desmond Wealth Client Portal

    Desmond Wealth Client portal provides secure 24/7 access for current Wealth Management clients to access their portfolio performance, Quarterly statements, and Advisor Commentary. The client portal also allows access to the client's eMoney vault.
  • eMoney

    Wealth Management Client Financial Website, Dashboard and Vault
  • QuickBooks Online

  • ShareFile

    This is our recommended method for securely exchanging documents.
  • Video Meeting

    Join a scheduled video meeting with our team.
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Desmond Wealth Client Portal

Desmond Wealth Client portal provides secure 24/7 access for current Wealth Management clients to access their portfolio performance, Quarterly statements, and Advisor Commentary. The client portal also allows access to the client's eMoney vault.

eMoney

Wealth Management Client Financial Website, Dashboard and Vault

QuickBooks Online

ShareFile

This is our recommended method for securely exchanging documents.

Video Meeting

Join a scheduled video meeting with our team.
Join Meeting
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Refund Tracker

Refund Tracker

Tracking your tax refund is easy if you have the right tool.

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Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Desmond Consulting Group, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...  

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Latest from Our Blog

Our New Website!

Desmond Consulting Group is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around...


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