This is a no brainer, it’s the lifeblood of what we do so of course we love it and all that it does to help businesses keep their finances organized. A word of caution though, if you don’t understand accounting, best to work with a professional.
If you have employees who need to clock in and out, there is no better app to use especially if you’re using QuickBooks Online payroll. Once they are set up properly they integrate seamlessly.
We love that we can help pay your bills by having your own account that vendors send their invoices to directly. You can also capture pictures of receipts so we can add them to your QuickBooks file. Great way to keep your back up documentation as required in case of an audit.
Has been a game changer for us. Easily organize tasks into lists that are totally fluid. Updating as you go without having to start new lists or remember where you left your notes on something. Color code tasks to fit your needs whether that’s by person, order, product or anything else that suits your business needs.
If you aren’t familiar with Zoom yet, it’s time. This app lets you work remotely via video conferencing. Great for team meetings, introductions or working on someone else’s computer to show them how to do something. Fun and creative backgrounds available for those so inspired. You can also record your meetings for future reference if you like.
We are working on mastering this one but it’s not difficult, we just need to find the time. Used for recording your screen so you can demonstrate how to do things, this is a super fast way of recording a video either with or without including yourself in the video.
Another game changer. It’s a constant challenge to keep track of passwords. Not with LastPass. An easy to use password manager.
If you haven’t heard of DocuSign, and you need to send documents for signature, you’re missing out! This super intuitive app safely sends documents to your clients/vendors for quick easy signing. Free 30 day trial give you a chance to learn how to use it.
5 Ways to Streamline Your Accounting Process
Enter your name and email to receive our free guide to simplify your accounting and simplify your life!
Hi! I'm Sherry Herrington,
Growing up in an area where the main industry was small business, I learned that most small business owners are good at whatever it is that they started their business to do, whether that’s selling a product or providing a service. But most of them are not prepared to handle the financial side of the business.
That’s where we come in. Specializing in helping small businesses with managing their finances and guiding them with solid business consulting allows them to do what they love to do and to succeed.