Our team is dedicated to Helping Others Thrive by taking the time to understand what thriving means to you and your business. McKonly & Asbury’s services are designed to allow clients the opportunity to grow at every stage with a dedicated team of CPAs.
With this in mind, we have created the resources below to provide you with quick access to our resources. Please feel free to contact a McKonly & Asbury team member if you need additional assistance.
A client portal allows you to have access to tax returns, financial statements, and other documents that you request us to “publish” to your portal in a personalized, secure online database. It also allows you to upload documents such as workpapers or brokerage statements.
We are sorry you are experiencing an issue with the portal. Please contact portal@macpas.com for support.
Our team is happy to provide copies of CPE certificates. Before making a request, please note, it usually takes about two weeks to process CPE certificates after an event. If you still haven’t received your certificate, please contact events@macpas.com and include your name, company, email address, and the specific session and date you attended.