Setup and Training
We will convert your company from your current accounting system to Xero or QuickBooks Online. Data we transfer includes your company contact information, chart of accounts, customers, vendors, employees, inventory items, check styles, financial settings, email settings, memorized transactions, and trial balance as of the date of conversion. For QuickBooks desktop users, we can now import detailed transaction data to Xero for up to 6 years in the past!
We will then set up your Xero bank feeds and user accounts. If you are cloudsourcing your payables and/or receivables, we will also set up a Bill.com account and sync it with the general ledger. After setting up your new cloud accounting system, we will train you and your employees in whichever aspects of the workflow you will continue to do on your end.
Once you are set up in the cloud, we can provide an outsourced accounting department so you don’t have to worry anymore about your day-to-day bookkeeping. We take care of recording all transactions and reconciling your books on a monthly basis (or more frequently––ask for pricing). We also take care of any periodic adjusting entries from your CPA.
If you are cloudsourcing your payables, just email or fax your bills to a dedicated email address or fax number as they arrive (or have them sent to our location). We process your bills into the accounting system. All you have to do is log in and choose which bills to pay. You are the only user with the ability to pay bills—bills never get paid without your authorization.
We can train you to enter invoices into the system, or just send an email to us with the details and we will invoice clients for you. Either way, you always have full visibility online into the entire accounting system.
Think you might be paying too much for payroll? We can handle it for you along with your monthly bookkeeping at a significant discount from the major full-service payroll providers. We can set you up with affordable payroll solutions that integrate with the accounting software. You can even enter employee hours yourself on your smartphone or tablet. Or just send us an email. It’s your choice.
However much you choose to do yourself, we are available by phone and email to support you. Our full-service clients receive a dedicated Bookkeeper and Controller. Our bookkeepers handle the day-to-day accounting of the business. Our controllers are trained accountants who oversee the work of our bookkeepers, produce monthly management reports, and respond to most accounting-related questions.
We aim to respond to all emails by the next business day (if not the same day).