Processes

Our Processes

Our Bookkeeping and Simplified Tax processes are built around a policy of “best practices” that are embedded in the nationally and internationally known software that we use. The suppliers of this bookkeeping software are market leaders in their field and are continuously updating their software based upon the input of literally millions of users. This means that you are not alone. You have access to the same bookkeeping software and deep pool of resources who are skilled in the operation of the software. As a result, you have the flexibility to assign and re-assign tasks between our staff and your own staff to optimize cost and efficiencies in your own organization at anytime.

Intuit’s QuickBooks Products for Bookkeeping including Online, Desktop and Mac. Pro, Premier, Enterprise and Point of Sale.

Bill.com Services for processing Vendor Bills and Accounts Payable Management, Customer Invoices and Accounts Receivable Management. This includes Check, ePayment and PayPal settlement of vendor bills only after on-line approval and scheduling of payment by you the client.

QuickBooks Payroll for employee wage and salary payments, IRS withholdings, IRS monthly, quarterly and annual filings including employee W2 forms. Direct deposit payments, secure employee portal access an medical and health benefits administration.

ShareFile by Citrix document sharing for secure, rapid, easy, anytime, uploading and downloading documents between our associates and clients. All of these products are continuously updated based upon the changing requirements of a world-wide user base. You as our clients are the beneficiaries of this process of continuous improvement.

Let’s Talk About Your Bookkeeping & Tax. Schedule an Appointment Today