Paperless Expense & Receipt Processing System | Included
We can provide a cloud based system that will remove the burden that bills, invoices and receipts place on your business. It makes the gathering and processing of receipts and invoices as easy and cost effective as possible. The system will also store them securely online for at least 7 years. Make your life easier and remove the clutter.
Setup & Maintain Bank Feeds | Included
Your bank and credit card companies store information about the money going in and out of your accounts. Instead of manually typing it all in, let QuickBooks get the information for you.
Automatic Posting All Business Bank & Credit Card Transactions | Included
Instead of manually typing it all in, let QuickBooks get the information for you. We monitor and choose whether to add transactions as new items or match them up with items already entered in QuickBooks.
Making Adjustments for any Foreign Currency Transactions | Included
Sometimes whether you realize it or not, some transactions in US Dollars are actually run through another country such as Canada. Most banks and credit cards companies charge small fees as well as the posting the exchange rate separately. We monitor for these transactions and make the appropriate entries.
Monthly Bank Account Statement Reconciliations | 1 Bank Account
Reconciling your bank accounts on a regular basis is critical. With the Bank Feeds and Monthly Reconciliations we can spot the early warning signs of any problems before it becomes serious.
Monthly Credit Card Account Statement Reconciliations | 1 Credit Card Account
Reconciling your credit card accounts on a regular basis is critical especially with identity theft on the rise. With the Bank Feeds and Monthly Reconciliations we can spot the early warning signs of any problems before it becomes serious.
Software & Support Services
QuickBooks Online Essentials| Included
Small business owners are always hunting for cost-effective business solutions. Which
helps explain why so many are turning to QuickBooks Online. QuickBooks Online lets you get more for your dollar by having up to five users, versus only one user on QuickBooks Desktop. You will never miss another upgrade or new feature—and you'll never have to pay for one either. With access to an ecosystem of free apps, you can obtain a solution that works uniquely for your business—without spending a lot more. No apps are included in the Silver Level service plan. You may Add-On for an additional fee.
You will no longer have to cover the cost of hosting or backing up your data. Your data will be securely stored on Intuit's servers. With password-protected login, firewall-protected
servers, and advanced encryption technology, Intuit knows how to keep your data secure. Click here for 7 Reasons to Believe Intuit Security.
Unlimited "Business Day" Telephone Support | Response by End of Next Business Day
There will be times when you are not sure how best to account for something. As part of our Silver Level service you get unlimited email and telephone support. And not only will we support you by email or telephone, we can also take over your computer remotely (with the LogMeIn Add-On) and even post the transaction for you.
Secure Messaging Service | Included
We use Slack, an instant messaging and collaboration system on steroids, to instantly communicate securely and transfer files. We sill setup as many "Private Channels" you may need to be able to communicate with your departments & employees as needed.
Integrated Cloud Software & Apps | Additional Fee
Cloud integration is the process of configuring multiple application programs (apps) to share data in the cloud. In a network that incorporates cloud integration, diverse applications communicate either directly or through third-party software. We provide access to several apps that will save you time to focus on your business.
LogMeIn Remote Access for 1 PC | Additional Fee
The Silver Level does not include an Add-On annual subscription to LogMeIn for one PC at the location of your choice. You may purchase this Add-On for an additional fee.
If this plans seems to be lacking in what you are looking for, please review the Gold & Platinum Levels.