accounting + financial management

what we will do

many companies don’t understand what is going on in their financials, which are often only structured for tax purposes, but our implementation will allow you to better track what matters from a business perspective. We will implement an accounting and bookkeeping system where you can manage all of your company’s financial transactions, banking, chart of accounts, invoicing and bank reconciliation. You will be able to track your sales and expenses while using custom fields to run reports that you can use to drive your P&L reporting.

your benefits

  • pay employees, contractors, vendors and bills directly within your system
  • invoice customers directly with credit card or bank transfer payment options
  • track your expenses with automated accounting and categorization rules to save you time entering expensing into your chart of accounts
  • track sales tax for online purchases and automate the reoccurring tax filings
  • track employee hours and pay them directly after time is approved
  • analyze P&L, Balance Sheet, and other financial reports based on custom fields, such as location, department or product segment or SKU
  • sync transactions from your credit card and bank accounts and automate your reconciliation process

your benchmarking software options include:

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