AD AD Accounting
ADAD Accounting
Client Portal
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Having trouble? Call Anthony at (559) 259-0674
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Admin Access
Anthony Delgado — AD Accounting
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AD AD Accounting Admin
Client Management
Manage clients, generate invite links, and monitor accounts.
Add New Client
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Proposal Builder
Generate a personalized follow-up proposal email after a prospect call.
Prospect Information
Call Summary
Recommended Plan
Bookkeeping, reconciliations, sales tax compliance, and advanced reporting. Best for growing businesses that need more than the basics.
Remember to attach your service menu PDF before sending — the proposal references it directly.
Subject line
Proposal email
Recent Proposals This Session
No proposals generated yet.
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Active Account
Plan / Billing
Last Invoice
Next Billing
Current Plan
Recent Invoices
My Account
Your account and contact information on file with AD Accounting.
Account Information
Account Name
Account Number
StatusActive
Member Since
Billing Type
Current Plan / Rate
Contact Information
Primary Contact
Business Email
Phone
Business Address
Updating Your Information
To update any details, use Client Connect or call Anthony at (559) 259-0674. Changes processed within one business day.
My Documents
Your invoices, billing history, and financial reports — all in one place.
Invoices & Billing
Invoice #DescriptionDateAmountStatus
Financial Reports
No financial reports available yet. Reports will appear here as Anthony prepares them for your account.
Plans & Services
Review your current plan or request a change for next billing cycle.
How Plan Changes Work
Changes take effect next billing cycle. No penalty to upgrade or downgrade. Anthony confirms within one business day.
Client Connect
Reach Anthony directly — responses within one business day.
Email Anthony
For account questions or document requests. Responses within 24 hours.
Call Anthony
For urgent questions. Available Monday–Friday during business hours.
Message Thread
Welcome to your AD Accounting portal. Use this thread to send me questions or requests — I'll respond within one business day.
Anthony · AD Accounting