Additional Services

Streamline the administrative part of running your business and improve communication within your organization by utilizing WEB-BASED SERVICES that talk to and complement your financial software.

The following tasks can be provided as needed or on a recurring basis:

Database conversions (QuickBooks to Zoho, etc.)
Data entry and retroactive bank reconciliations
On-site meetings and workdays
Customer estimates and sales orders delivery
Finance charge additions to customer invoices
Customer courtesy follow-ups and mailings
The use of online payment processing services to pay vendors bills and receive payments from customers
Principle and interest calculations on non-bank loans
Budget and forecast reporting
Consolidation reporting for holding companies
Sales commissions-tracking

Merchant services application processing and setup
ERP inventory assembly set-up
Business property tax rendition preparation
State and federal set-up for new entities
Social media and website setup and updating
Customer Relationship Management (CRM) and e-commerce integrations with your financial software
Document scanning/paperless file management
Phone call, email, and social media message answering and routing
Training on how to perform routine bookkeeping tasks and on how to use QuickBooks, Xero, Zoho, Shopify, Hootsuite, Windows, and Mac OS.
Royalty reconciliations (franchises, etc.)