Client Portal

Your work with OVS, organized.

Schedule time, make a payment, or send requested documents.

Schedule a Meeting

Book a consultation or check-in with the OVS team. Scheduling is coordinated by Dezarae Thompson, Executive Assistant.

Request a Meeting Time

Emails Dezarae with your request; she’ll reply with available times.

Make a Payment

Pay an OVS invoice securely online.

Request a Payment Link

We’ll send a secure payment link for your invoice.

    Submit Documents

    Securely upload the business documents OVS has requested — financials, SOPs, schedules, and more.

    Send Documents

    Emails your files to the OVS team.

    For your security, please don’t send Social Security numbers, full bank account numbers, or passwords by regular email.
    Questions about an invoice or document? [email protected]
    Submitting documents

    What clients typically send.

    OVS will always tell you exactly what’s needed for your engagement. These are the documents we most often review when identifying opportunities and challenges inside a business.

    Send Documents
    Profit & loss statements
    Expense reports
    Policies, procedures & SOPs
    Staff schedules
    Vendor contracts
    Pricing & menus
    Sales reports
    Licenses & permits
    Questions

    Not sure where to start?

    Send a note to the OVS team and we’ll point you in the right direction.

    Contact OVS