QuickBooks Online Accountant

Our Process

QuickBooks Online (“QBO”) connects you with your bookkeeper/ QuickBooks Accountant, who can provide valuable, real-time data simulataneously while you are in the system. Access is available through your PC,tablet or phone, providing flexibility for ‘on the go’ small business owners to do billings, estimates etc.

Save time with us as your QuickBooks Accountants. We help you grow your small business while reviewing your business model.

Step 1:

Document Transfer

Reduce timely emails with our Quickbooks Accountants and bookkeeper by collaborating more efficiently within Document Manager to easily extract key information from your receipts, invoices and bills.

Step 2:

Quickbooks Accountant

We will retrieve, review and perform services as required, with minimal data entry. We streamline the bookkeeping process by syncing Quickbooks Online with your favourite business applications to enhance your small business practice and make it more efficient. See details below.

Quickbooks accounting software allows small business owners to do their own bookkeeping, while hiring a Quickbooks Accountant online helps ensure accuracy and completeness. This reduces time and cost for full-charge bookkeeping. A Tan & Partners Inc. accountant can seamlessly pick up where you left off with your bookkeeping, and complete necessary tasks to stay compliant.

*Full QuickBooks accounting service and Bookkeeping Service available OR customized solutions to fit any budget

Compilation of financial information can be offered through year-end bookkeeping services

Step 3:

Year- End & CRA Compliance

Access your financial documents at any time, from anywhere, and simplify your accounting process. Financial Reports such as the Aged Accounts Receivable Reports assist your cash flow management. When you combine regular bookeeping and the oversight of an accountant, you can be assured of CRA compliant income tax filing, while giving you the time to make your business more profitable.

Quickbooks On line is designed for business owners who want to do their own bookkeeping, while still utilizing a small business accounting professional to review and ensure that their company remains CRA compliant. Although QuickBooks is designed for the layman to understand, you must still perform the initial set up and installation to ensure accuracy of future information (see our SETUP & TRAINING SERVICES tab).

If you are an existing Sage or QuickBooks Desktop user, we’ll also move your data over for free.

Is your business a good candidate for Quickbooks Online (“QBO”)?

QuickBooks Online is ideal for small to mid-sized businesses, giving you the flexibility to work on the go. This is especially suited for small business owners who enjoy being hands-on and are technologically savvy.

You know QBO is the right fit because:

– You’re a cost-conscious small business owner. The QBO app is free for both IOS and Andriod users. For basic transactions, you can perform simple bookkeeping tasks from generating quotes to sending a client invoice. In most start-up situations, this option provides the benefit of having the accounting taken care of until the business grows along with the volume of transactions.

– Unlike QuickBooks desktop, QBO is kept up-to-date throughout the year with free updates and upgrades. Your records are safely secured and backed-up at a fraction of the cost.

– QBO allows for multiple simultaneous users. Forward-looking small business owners anticipate the need to have a QuickBooks Accountant that will require access, while still being able to generate reports in real-time.

– QBO has integrated 3rd party apps. There are a number of productivity and utility apps that extend QBO’s functionality beyond simple bookkeeping. Items such as document manangers, PayPal and credit card transactions work with QBO to aid in the efficiency of your small business.

– QBO is a customizable accounting package suitable for manufacturing, professional services, retail, health and medicinal professionals, and Non Profit organizations. There is flexibility in the desgn and is ideal for all small business.

 

Testimonials

As a start-up business I am very budget conscious. Tan & Partners Inc.’s solution of QuickBooks Accountant On-line allows me the flexibility to invoice my clients and do some bookkeeping myself, which minimizes cost of bookkeeping. Tan & Partners Inc. actually trained me on how to do my own bookkeeping, which is rare for accountants to provide such training that reduces their billing.  As a busy entrepreneur, I need the flexibility of having a Professional Accountant that is accessible when I need them to advise me on how to grow my profits and tax savings, which is exactly what I get from Tan & Partners Inc..  Their ability to respond to my inquiries quickly is a huge asset for my business.

Mark Vallena, Founder of DVS Inc.