Client Center
Secure Document Upload & Monthly Meetings
Welcome to your LadyTech Consulting Client Portal – the place where staying organized and stress-free starts.
At LadyTech, we know how busy running a business can be. That’s why we’ve made it simple for you to securely upload your documents, track your progress, and stay connected with Teresa for ongoing support and guidance.
Upload Documents Securely
Have receipts, invoices, bank statements, or payroll files?
Skip the email clutter—upload them safely and securely using our client portal powered by Keeper.
- Fast and easy document sharing
- Bank-level security for your financial peace of mind
- Keeps your books up-to-date and accurate
Pro Tip: Upload your receipts regularly to make tax season easier and to catch business deductions you might miss otherwise
Schedule Your Monthly Meeting
Your bookkeeper can’t read your mind (as awesome as Teresa is!).
Regular monthly meetings are the best way to:
- Review your business performance
- Ask questions and get answers
- Stay on top of tax planning and strategy
- Avoid surprises at year-end
- Plan for growth and set smart goals
Whether you’re running a brand-new LLC or managing a growing team, these meetings keep your business on track and your books in great shape.