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Input and pay bills.
Create invoices, send invoices, receive payments, apply payments, and monitor customer balances.
Reconcile monthly bank and credit card accounts.
Manage all the steps in paying your workforce, from gathering employee information to sending your staff their paychecks.
Connect your bank and credit cards in QuickBooks to allow for daily automatic downloads.
Provide monthly, quarterly, and year-end financial close reports.
Work with your CPA or tax preparer at year-end to ensure timely tax returns and/or audit, review, and compilation reports.
Provide management- and/or board-level financial reports.
Collect and file sales tax.
Create and submit monthly and quarterly financials.
Review and, if necessary, change your chart of accounts.
Process 1099 and W-2 forms.