Bank feed Management
Transactions imported on a regular basis. When your book balance matches your bank balance you can make informed purchase decisions. Have clean cut financial statements available anytime you log in. Divide your costs among multiple locations, jobs, customers, or classes.
Money out
It's more than "paying the bills". Having a grip on your A/P enables your business to forecast your expenses and manage your cash out flow wisely. Receive an Accounts Payable summary on the same day of every single week and have the payable sub account reconciled monthly. Even in cases where cash flow is tight your vendors will appreciate the fact that you are aware of the balance due. This enables you to control the conversation. Digital record keeping and online payments are available options.
Money In
Getting paid is important and your approach should be well thought out. A messy collection method just does not reflect well to your customers. Further, do you pay for expenses on your clients behalf? If so a workflow should be in place to ensure timely recollection. How about timely payments? Quickbooks Online creates a digital log of each time a invoice is viewed which offers you a tactful edge. If receiving payments digitally you will get a notification when money is on the way. Credit card payments can be received in as little as 1-2 business days.
Payroll and HR
All integrated directly into your books, your reports, and your decision making. A streamlined approach that includes 24 hour direct deposit. An easy way to add a layer of internal control to your business. Ideally no one should be both entering time and approving totals. Add in the responsibility of staying on top of state and federal payroll compliance and it plainly makes sense to outsource to a specialist.
End of month analytical reporting
A microscope on your financial statements. See trends for what they really are; an accumulation of small events. Day to day you will have updated bookkeeping and your financial reports at your finger tips. At the end of the month you will be provided with custom reports tailored to your wants and needs. Ask about CFO services that include a deeper financial statement analysis.
QUICKBOOKS DESKTOP CONVERSION
Converting a desktop file to a Quickbooks Online file is largely a simple process. The important items to look out are situational but it takes a certain amount of familiarity with Quickbooks and accounting to ensure a successful transition. It's not the cheapest process, but it gives assurance that it will be handle by a certified QBO advisor and supported by a Money Back Guarantee.
QuickBOOKS SET UP AND ADVISORY
I work exclusively in Quickbooks Online and I can help to select the best subscription for your business. I will connect your business bank accounts, set up payroll, and customize your account to your business processes.