Action Items is our Inbox where we store all of our work in process. We gather statements, logs, and reports from your, your financial institutions, payroll company, point of sale system, and inventory management programs and perform all reconciliations for you. Anything that is in the Action Items is waiting to be posted, verified and/or filed.
Unlimited document storage for all of your for all of your financial documents in pdf format. Audit ready and accessible to you and your CPA. Everything from client contracts to vital documents, payroll records, and paid vendor bills + receipts.
Integrate your web-based business management programs: POS, ERP, Practice Management, Inventory Management, Web Store and more. Connect to your QuickBooks file or simply establish access to them on the accounting desktop for easy reference.
To get started, we need to gather some critical information about our client, YOU. Find the Client Information icon on your desktop and double click to open and complete the form. Page two contains a list of vital documents that we need to have in order to properly attend to your bookkeeping and calendaring. This is critical to your set-up and we cannot begin providing accurate financial reporting without those documents. Watch for Operations to send you a link where you can securely drop those to us – do not email sensitive information.
This is a quick reference for you and your CPA to find out when you signed up for services, what clean-up / catch-up is in progress, and which items still need attention. When the books are closed and ready for tax-prep, the status report will say so.
Reference the contact card to see the team members that are working on your account, email addresses, phone numbers, and job descriptions are all at your fingertips.
Customizable forms and templates for data gathering and streamlining processes. Credit & bankability monitoring. KPI Dashboard.
Holding Place for Client Documents
A place to store work in process, reports, documents, and spreadsheets for you to use and reference. Without compromising the integrity of your audit ready Filing Cabinet.
This helpful roadmap of the onboarding process only shows up on your desktop during the onboarding phase. Once you are fully onboarded, the Status Report will take it's place.
America's Bookeeping Experts
Our Bookkeepers & Controllers are highly skilled in QuickBooks, household, non-profit, and small business bookkeeping. We know because we rigorously test and train them. Your dedicated team gets to know you and stays with you. Pick a service plan that meets your needs and your team will perform the work. They can help with any accounting related task.
We perform bookkeeping services exclusively in QuickBooks software. No conversion resistant, limited functionality web-based software that might not play nicely with popular plug-ins.
Your hosted QuickBooks file is accessible through the desktop. Even QBO users enjoy a plug-in that enhances their QBO experience, allowing the web-interface to operate more like a desktop program.
We host Enterprise or Premier desktop applications under a perpetual licensing agreement. If you are not operating in QuickBooks and are ready to make a change, we will facilitate the conversion.
As a Microsoft provider, we offer a full suite of products by monthly subscription. Our environment allows us to host the programs as needed and allow them to seamlessly interact with your other hosted or web-based programs.
Select the Microsoft Programs you need and pay as you go.