Accounting Services We’re the experts.
- Xero is a cloud-based system that gives our clients flexibility.
- Gives our clients easy access to their information no matter where they are.
- Xero allows us to quickly and easily tie our clients’ bank accounts and credit cards to the accounting system.
- This enables us to quickly produce our clients’ monthly financial reports.
- Xero also offers limited accounts payable and accounts receivable functions as well.
- Quickbooks Online allows the same features and expectations that Xero also provides.
- Allows us to connect the various bank accounts and credit cards to Quickbook giving us the ability to produce monthly financial reports.
- Quickbooks provides accurate financial reports to be able to make management decisions and be able to operate their businesses as effectively as possible.
- Quickbooks also offers limited accounts payable and accounts receivable functions as well.
- Bill.com is a cloud-based system that is an accounts payable and accounts receivable software package.
- The biggest benefit that our clients see with using Bill.com is that it allows for an error of fraud protection.
- Our clients will no longer have to mail out checks that are drawn off of their bank accounts.
- Instead of mailing out any checks that they do draw are gonna be drawn on a bill.com bank account, so if there is any potential fraud, it will be stopped by that layer and it does not hit their account.
- Bill.com allows us to quickly help them with getting bills entered, approving those bills, and getting those bills paid depending on how the partners want us to set them up.
- We can set up a variety of different roles within our clients’ companies, allowing our clients to have a temporary or part-time bookkeeper that data enters the bills into their system while our team makes sure that those bills are entered and coded correctly into the proper accounts.
- Set up allows for the business owner or a manager at their location to mark those as being approved and set them to be paid at a specific date.
- Clients can either then pay these bills themselves or if we are providing that external service, once they’ve approved it and told us when they want those to be paid, we can go ahead and make sure that those bills do get paid in a timely fashion.
- Bill.com can also be used as our clients’ invoicing system. as their invoicing system as well. If the accounting system that they’re using doesn’t use it, it does speed up the processing of the invoices.
- Gusto Payroll is a cloud-based system and is a good software package for those partners who only have around 15 or fewer employees.
- We have team members in our firm that are certified with Gusto and we can help our clients get set up with an account.
- We have developed an onboarding process that makes the setup with our clients go smoothly.
- We provide our partners with a checklist that allows our team members to get your employees set up inside Gusto.
- We handle all of the onboarding and the various taxing authorities so you can be ready to run your payroll.
- Gusto sends a notification to our partners before payroll is due and gives our partners the chance to make any changes to wages or employees.
