“I am anticipating saving several thousand dollars in accounting fees this year as a result of using the service.”
Paul Barkl, stockbroker
“I was anticipating fees far in excess of those charged by (Financial) Shoebox. After a few days they had the portfolio reconciled and I was able to print … the CGT and income tax position for the current year which I was able to give to the accountant.”
John Elliot, Management Consultant
“I have several portfolios which need to be administered separately, however having consolidated reporting for my combined portfolios would be valuable. Financial Shoebox is able to provide this capability at the click of a mouse.
I am not aware of any other way of getting this information.”
Paul Barkl, Stockbroker