Rick was a five year veteran of the firm, collecting some of the highest monthly totals for clients. We welcome him back. After a year and one half managing a retail establishment, Mary Lou Lewandowski has rejoined the firm as our Client Services Representative. Prior to leaving, Mary Lou was a ten year veteran of the firm's collection department. She will be the main contact for clients for status updates or general questions.
Clients can now perform online audits of their accounts.
This form requires the client to indicate what type of access and information is needed, complete a non-disclosure agreement and obtain approval signatures. Once the paperwork is returned to us, various security information is processed to allow future access to the firm's computer system. A written procedure is then faxed or sent to the client informing them of the necessary requirements and steps to access their files. The client needs a PC , a modem and a communication software package called PC Anywhere from Symantec. Both the firm and client then set a date and time for the audit to take place.