WE HATE BOOKKEEPING TOO!
But it’s a necessary EVIL
Our motto is
Keep it Simple!
Do not waste your valuable time and money on QuickBooks, Quicken, etc.
Simply send us your bank transaction downloads and let us do the work.
We have developed our own simple bookkeeping system that integrates with your bank’s online banking/billpay
Fees starting as low as $300 a year.
Profit & Loss Statements can be prepared Monthly, Quarterly or Annually
We recommend you follow these guidelines to keep it simple:
Select Checking & Credit Card Accounts that Retain transactions for at least 18 months.
Select a Bank that is associated with Zelle.
Select Credit Cards that offer Cash Back.
Use separate bank accounts and credit cards for the business.
It does not matter to us if these separate bank accounts and credit cards are in the business name or your name. Most banks charge more if the account is in the business name.
Most online vendors like Amazon, Ebay, etc. allow you to add more than one credit card. You can add one for business and one for personal.
However, if you find it easier to just use one account for business & personal that’s fine with us, we can sort it out.
Pay by credit card when possible
If you print or handwrite checks, maintain a check register as downloaded checks do not include payee information. Most check printing software will maintain a check register. Use your banks online Bill-pay/ Zelle to send payments. When posible.
Simply download and send us your bank download file in a (CSV) Comma-separated Value format for each bank and credit card you use for business. We can walk you through this. Or grant us limited banking access and we will download for you.
We understand you may also need Point of Sale, Invoicing and/or payroll. These can be separate standalone products and should not be a compelling reason to purchase QuickBooks or any other accounting package. In our opinion, maintaining an accurate set of books on these accounting packages requires a lot of work and expertise and is best delegated to us.
