3 Must Have Tools for Virtual Bookkeeping
It seems like everyone we know is working from home these days. And we’re getting contacted by clients who are wondering if virtual bookkeeping is an option for them. We think that virtual bookkeeping is a no brainer for everyone. All you need are the right tools. Here are a few of our favorites:
Quickbooks
Most businesses have lots of moving parts so it’s important that we have virtual tools that help us manage our income, track our expenses, and maintain the overall health of our business. At Oracle Profitability, we’re certified as proadvisors in Quickbooks Enterprise, Online, and Desktop. We love this tool because it is customizable to the size of your business, it’s easy to learn, and it’s affordable. Quickbooks allows you to share access with your bookkeeper which means you can both be looking at your accounts at the same time (no matter where you might live). We cannot recommend this tool highly enough. And we’re not alone, more than 29 million small businesses use Quickbooks and you can too! We offer our clients discounts on Quickbooks software, book a free call for more details.
Bill.com
If you’ve ever sat and looked at a pile of bills you need to pay in despair, this is the tool for you. Your bills may come in by mail, email, or through another party. It sounds simple to receive bills and pay them but most small business owners know that this can be quite the headache because not only do you need to pay the bill you also need to input that payment into your accounting software. Bill.com is here to save the day. It allows you to receive invoices from vendors or contractors. You forward that bill to your Bill.com inbox for processing. From there, you simply create a new bill, enter a few quick details, and pay it via ACH. It also integrates seamlessly with Quickbooks saving you valuable time. In fact, Bill.com claims to cut your Accounts Payable time in half! We’re certified with Bill.com and can offer discounts on this software. Book a free call with us for more details.
Secured Storage/Files
We live in a world where it’s more important than ever to keep your data secure. This is even more important when we are talking about your business finances. You’re going to want to make sure your business (or your bookkeeper) has a secured system to share your financial documents. At Oracle Profitability, we use software like OneHub and Quickbooks which have several tiers of security built in to share files. If you have a bookkeeper, be sure to check with them about how to transfer your data in a secure manner. This is vital to the long-term financial health of your business.
At Oracle Profitability, we work with clients across the United States. Using the right bookkeeping tools and experts like us help automate your systems and plan strategically for the future. Let’s chat about how we can help you make your business more profitable and efficient through better bookkeeping. Schedule your free consultation with us today to learn more.