Bookkeeping,  Business

How Does This “Virtual Thing” Actually Work?

You might be wondering how we can work together and share sensitive info when I’m in Colorado and you might be over 1,000 miles away. With technology today, it’s pretty easy! With QuickBooks Online (subscriptions to the software program can be included in my flat, monthly pricing or you can get your own subscription – I can offer discounts for new QuickBooks Online subscriptions), we can securely share your info and it’s actually easier to organize and keep the records than traditional methods.

QuickBooks Online can connect with your bank or/or credit card accounts to automatically import all your transactions into QuickBooks Online to be categorized and reconciled by me – you don’t have to do a thing after one time set up! Instead of keeping your receipts for taxes in a shoe box for your tax preparer to sort at tax time, you simply take a photo of your receipt and upload it via the QuickBooks online app. Did you know that receipts on thermal paper tend to fade? Uploading a photo with the app on your phone and having it in the bookkeeping software will keep your records complete and legible, even years down the road. Have an invoice or bill that was emailed to you and needs to be recorded in the books? You can set those up to automatically forward to QuickBooks Online! Did you buy a new asset for your business? You can snap a photo of that and upload it to have it attached to the record in QuickBooks.

Imagine having your books so complete and detailed that it will make tax time a breeze! You send in the info and I’ll organize and analyze it all so we can get you not only compliant for taxes, but make sure you’re headed in the right direction to grow your business with monthly reports! I’ll take all that info and explain it to you in plain English so you can understand what’s going on. Where you’re making money, where you’re not making as much money as you’d like, suggestions to improve cash flow, and more!

Everything is safe and secure, and it makes it SOO easy! And if I have any questions about your info, I’ll let you know!

Wondering how we’ll communicate? I’m just an e-mail, phone call, text, or even a Zoom call away! And with my flat rate monthly billing for bookkeeping services, there is no limit to how many times you can reach out to me with questions. Ask away!!

Ready to talk and see how we can work together? Schedule a FREE consultation call or send me a message! I can’t wait to learn all about your business!