How it works
Steps 1 to 5
1
You get documents in the mail, by email
or by fax. A bill from your vendor is an example
of a document. You simply fax them to us and
put them in a box. No need to file them by vendor
since we will have a digital copy. The faxing is
done each day as the bills arrive.
You get documents in the mail, by email
or by fax. A bill from your vendor is an example
of a document. You simply fax them to us and
put them in a box. No need to file them by vendor
since we will have a digital copy. The faxing is
done each day as the bills arrive.
2
We post the transactions to your QuickBooks
Company data file which is housed on a
secure server. You have access to that server
from any Internet connected computer 24/7.
We post the transactions to your QuickBooks
Company data file which is housed on a
secure server. You have access to that server
from any Internet connected computer 24/7.
3
We pay your bills with online bill pay through
QuickBooks (no checks to print).
We pay your bills with online bill pay through
QuickBooks (no checks to print).
4
You deposit your cash but we post
it to your books. Your check book
balance is updated daily so you
know where you stand.
You deposit your cash but we post
it to your books. Your check book
balance is updated daily so you
know where you stand.
5
We setup reports for you to use in
managing your business. You
probably have never had your
accounting this current and
accurate.
We setup reports for you to use in
managing your business. You
probably have never had your
accounting this current and
accurate.
I'm sure your business has some unique accounting features.
Our system can probably be adapted to your procedures. A
visit over the phone to discuss your situation will help
determine how we can make this work for you. Just give me a call at Jack Levy (518) 785-8717.
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Paperless Bookkeeping
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