ADD ON THESE 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.

Stay compliant with state and federal reporting requirements.

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.)