Cloud Accounting System Set Up

Enjoy the convenience and peace-of-mind that comes with a cloud accounting system. A QuickBooks Online accounting system affords you real-time, secure access to your books anytime you need it and from any place that you can get internet access. Your information is safely stored in the cloud so you never have to worry about backups or software updates like you do in a traditional desktop environment. After a thorough assessment of your needs, I will recommend and configure a customized cloud accounting system using QuickBooks Online—with any relevant third-party applications—to provide an optimal solution for your unique business.

Virtual Financial Management

Maintaining accurate accounting records is not just important for legal compliance. Your books are your window into the health of your small business. To be useful, however, they must be well-organized and precise. If you currently use QuickBooks Online, consider working with an Intuit Advanced Certified ProAdvisor for maintaining your small business financials so you can focus on running your business and rest easy knowing your books are in good hands.

Accounting Records Clean Up Work

Let’s face it…being a small business owner requires nearly all of your time. When things get hectic, it’s not always easy to stay on top of certain day-to-day things like maintaining your books. If you find that you have fallen behind and need to get back on track with bank reconciliations or postings to your general ledger, I can provide a cursory review of your books to let you know what needs to be done and establish a plan to get your financial records in order.

QuickBooks Online Training & Support

One unique aspect of QuickBooks Online is its constant evolution with new features being added all the time. This makes it challenging to keep up with best practices. If you understand the basics but want to get more out of your accounting system, customized one-on-one virtual training can help. If you are new to QuickBooks Online, Down 2 The Penny can help get your business up and running quickly with a series of online training sessions geared to help you confidently manage your financial recordkeeping.

QuickBooks Online Application Integrations 

There are literally hundreds of third-party applications that integrate with QuickBooks Online. These applications expand the capabilities of your accounting system in ways you probably never thought possible. Whether you need a more robust subscription model, an integrated customer relationship management system or an expense approval system, there is likely an application to help you. Down 2 The Penny can help find the best solution for you based on your needs and can manage any implementation and integration steps so you can take advantage of the expanded functionality to make QuickBooks Online even more powerful than it already is. 

I was in need of an accounting person who had extensive knowledge of how to best utilize technical applications that were compatible with QuickBooks. After a lengthy search and over a dozen interviews, I chose Jeff's firm. It was a good choice. Gone are the days of waking up at night worrying about whether or not my previous person was managing our books correctly.