Did you know that A Step Up does more than onsite bookkeeping?
We also offer offsite and remote bookkeeping solutions. We have a variety of methods available to us to help you with your bookkeeping tasks as much or as little as you like. Stop spending your nights and weekends catching up with your business record-keeping, and have more time available for money-earning activities!
We also offer offsite and remote bookkeeping solutions. We have a variety of methods available to us to help you with your bookkeeping tasks as much or as little as you like. Stop spending your nights and weekends catching up with your business record-keeping, and have more time available for money-earning activities!
For offsite bookkeeping there are 3 criteria we address to determine the best solution for you:
1) How much of the bookkeeping do you want to do yourself? Will you be running your own payroll, or perhaps entering invoices and deposits, but would like us to enter checks and debits and reconcile the bank statement? Or is there another combination that makes sense to you, based on your available staff and time?
2) How much access do you need to your QuickBooks data file? Do you need daily up-to-date information at all times, a weekly backup to run whatever reports you like, or do you just need monthly reports to assess how your business is doing?
3) What is your flow of paperwork and source documents? Are most statements available online, or is there a significant amount of paper that needs to move back and forth?
We offer a variety of flexible solutions based on your needs to access your data and the flow of your office. Which one is right for you?
1) Remote Login to your computer. We use logmein to directly access your computer and the QuickBooks data file that always resides at your site. We can also set you up with your own free logmein account, so YOU can access your own computer when you are traveling. In this scenario, you do some of the bookkeeping yourself, and we take over your computer when you are not using it to do the rest. Your file is always up-to-the minute when you need it.
2) QuickBooks Online or a Hosted (cloud) datafile. Your QuickBooks data actually resides on a third-party server, and both you and A Step Up can access it whenever we need to. The benefit of this is that you don’t need to dedicate a computer to QuickBooks, and we don’t need to coordinate a time to take over the resources at your office. We can also both be in the file at the same time in some cases. This is a great solution for a busy office and monthly access fees start at just $20 a month for QuickBooks online and $50 a month for a hosted solution.
3) We keep your QuickBooks datafile on our server. We have a secure environment and a multiple backup procedure. You don’t even need to have a computer or purchase QuickBooks for this option! We handle all of your bookkeeping and send you reports, typically once a month if we are only reconciling your bank accounts, and weekly if we are also handling invoicing and bill payment tasks.
Lastly, we set a plan of attack for the source documents we need to complete your bookkeeping. These generally include: bank statements, credit card statements, check registers, and copies of invoices and bills. We offer free pickup and delivery and can set a fixed schedule (typically the same day each week) to exchange a “folder” of what has accumulated during the week. You can also scan and email us, or fax. Online banking is also an option, and for several clients we download the bank statements directly when the bank completes them.
We have fixed monthly rates available, starting at just $125 per month for data entry of all checks, debits and deposits for two accounts (typically a checking account and a credit card). This also includes reconciling and monthly reports.
Your bookkeeping no longer needs to be a chore. Let the QuickBooks experts at A Step Up Bookkeeping assist you with keeping your financial records up-to-date, timely and accurate. Up-to-date records give you the valuable information you NEED to make informed financial decisions about your company’s growth. We also keep an eye on cash flow and expense trends, to keep you on sound financial footing. Call A Step Up at 679-2022 for a free consultation.
