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Bookkeeping Methods |
| How Our Bookkeeping Setup Works |
We offer several methods on how we offer our bookkeeping services to
you. This gives you the freedom to choose the best option that fits
your needs.
Method 1) Remote Access: We login to the PC at your office
using a secure connection and complete the bookkeeping tasks.
Step 1: You provide the source documents to us.
You scan the source documents and put them in your PC OR fax them to
our toll free number by 5pm.
Step 2: We connect to your PC using an encrypted connection.
We login to your PC using a secure encrypted service such as
gotomypc.com or a VPN
Step 3: We do the bookkeeping tasks and logout.
You open the files the next morning and find the files updated in
your own computer.
Advantage: Information/Data never leaves your
office.
Method 2) Software at our server: We install the desktop
software you provide at our office PC.
Step1 : You provide the source documents to us.
You scan the source documents and upload the files in our secure
server OR fax them to our toll free number by 5pm.
Step 2: We do the bookkeeping tasks the same night. The software the
we use are Quickbooks, Peachtree, SAGE, Peachtree and Microsoft SBA. If you have other software you prefer to use we learn
it use it for your record keeping.
Step 3: We send you the updated files by uploading the completed file on our secure server. You download the
file the next day morning when you come to work.
Advantage: More productive.
ASP Access / Online version of software: We do the
bookkeeping tasks using an ASP or an online version of the software.
Step 1: You provide the source documents to us.
You scan the source documents and put them in your PC OR fax them to
our number by 5pm.
Step 2: We use an online version of the bookkeeping software.
We connect to the ASP or the online version of the software to
perform the bookkeeping tasks.
Step 3: We do the bookkeeping tasks overnight and logout.
You can login to the online accounting bookkeeping software and view
the completed work 24 x 7.
Advantage: Ability to view completed work from anywhere, anytime.
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