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Everything will end up in QuickBooks

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No matter how you get your information to us, we will get it all processed & synced into QuickBooks.

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Your job is to simply send us the data via HubDoc or Liscio so we can process it for you in QuickBooks.

Once information is sent to us, we take things from there.

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"What about bank feeds in QuickBooks? Can't you just use those to do everything?"

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Don't worry, we will also connect your bank and credit card accounts to QuickBooks to pull in the bank feeds.

That's a standard process for all our clients.

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But bank feeds don't provide the full story or allow us to reconcile your account.

We will need your transaction receipts and monthly statements and to get that right.

That's why we give you easy ways to send us that data.

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We will review and match all the info you send us to their corresponding bank feed transactions.

That way there are no duplicate entries, and the important transactions have back up attachments.

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Once we are done, you'll receive a Monthly Financial report to review in Liscio.

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Anything we could not figure out for you will be assigned to you as a task in Liscio to provide us feedback.

 

Simply provide us with feedback on any needed changes (this will be done in Liscio)

and book your GoToMeeting sessions (on the Schedule page) 

so we can review the details with you and provide feedback and insights. 

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With your monthly collaboration and feedback, you'll start seeing the full picture of your financials.

This will give you better insights to your business and help you grow!

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