Would you like to include our annual budgeting services?
Simply put, having a budget and sales projections on paper is step one to tracking and achieving goals and managing costs. We will assist you in developing your budget. We'll input it and update it as needed throughout the year.
Free up time by having us enter and pay bills! You'll upload all of your bills via email or a bill pay app we use, we'll make sure they are input, you'll approve, and a check will be printed and sent out to the vendor.
This includes any software outside of your accounting software you record and track sales/donations (Shopify, Ebay, Donation Software, Practice Management Software, etc).
For most organizations to reduce fees, we recommend a monthly entry of sales/donations in QuickBooks Online as specific sales reports are available in your Point of Sale System. However, If you'd like Daily or Weekly sales entered on the books, please indicate. If you have a Point Of Sale that directly integrates with QuickBooks Online, we should be able to import each sale into QBO without an increase in our monthly fees.