How It Works

Simplifying Your Online Accounting


All you need to do is decide that cloud accounting is the best choice for your business, and we handle the rest.

Cloud Accounting and Online Bookkeeping

Step 1:

Schedule a call or meeting with our team to review process and procedures and learn why cloud accounting is good for your business.

  • Think about when you use internet banking.  Every time you access your data, you’re using the cloud.  You no longer have to wait until the end of the month to get a better overview of your finances.
  • You allow access or the level of access to the users of your choice.
  • You do as little or as much of the bookkeeping/accounting within your company.
  • Your software is continually updated, eliminating the cost and complication associated with back-ups, upgrades and IT costs.
  • All you’ll need is internet access.

Step 2:

Discuss roles and communications.

  • Accounts Payable, Receivable and payroll processing
  • Monthly financial reports and graphs
  • Ongoing tax planning and year-end tax preparation

Step 3:

System set-up

  • All you need is a computer, copier and scanner
  • We set up your online accounting software, which you can access from any computer with an internet connection
  • All online access to additional programs can be set up by our team
    • Access to bank accounts
    • Access to credit cards
    • Access to payroll accounts
    • Set up QuickBooks Merchant Services account
    • Set up POS system
    • Set up ACH accounts




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