Bookkeeping

Our online bookkeeping services enable you to oversee your small business financials via the web. Using Intuit’s Quickbooks Online, we are able to offer the same services as an in-house bookkeeper, for less.

We work WITH our clients on their books  Bookkeeping services include:

• Close the books monthly

  • Bank Reconciliations

  • Credit Card Reconciliation

  • Loan Account Reconciliation

  • Inter-company Account Reconciliation

  • Payroll Account Reconciliation

  • Inventory review

  • Work in progress (WIP) adjustments

• Review of Balance Sheet and Income Statement

• A/P and A/R support

• Financial Reports and Custom Reports

• KPI Analysis

Reliable Site Host

Intuit is a well established business software provider and Quickbooks Online is their fastest growing product

• All data is hosted on redundant Intuit servers

• Receive a subscription discount as a CPA Web Books client if we setup the new company file

• Receive free unlimited customer support through Intuit

Multiple User Access

Custom access rights allow for multiple users and simultaneous usage

• Your Company

• Our bookkeeper

• Our Accountant

• Your accountant

Advantages of online Software

Intuit manages all software and updates for you

• No special upgrades needed

• Interface is comparable to Quickbooks' desktop version

• Further software options also available through CPA Web Books

Disaster Recovery

A trusted company with safety procedures in place

• Intuit uses a well-protected server farm

• Data is backed up daily

Financial Reports

View your numbers in the format you choose

• Many standard reports

• Easily customized reports

• Data exports to Excel

• Use our KPI reporting system to get in-depth analysis of your numbers!

Payroll Integration

CPA Web Books' Payroll services integrate seamlessly with our bookkeeping product

• One-click import of all tax payments and payroll checks from our web-based payroll services

• Efficient and accurate