Bookkeeping Flow Chart
Receipts
& Invoices
& Invoices
Bank &
Credit Card
Statements
Credit Card
Statements
Other
related
Documents
related
Documents
Client sends out the
documents thru:
documents thru:
Bookkeeper journalizes
them & enters into
QuickBooks
them & enters into
QuickBooks
Financial Data in
QuickBooks,
Excel or PDF
QuickBooks,
Excel or PDF
Online anytime anywhere access
Step 1.
Step 2.
Step 3.
Step 4.
Step 5.
Our system makes online bookkeeping easy for you.
Above is a quick overview of the how the process works.
Your bookkeeping is reduced to faxing / emailing your documents.
Of course, you can also visit the office and do traditional documents drop-off.
You may also choose to mail them out.
How it Works
1. You Fax / Email documents
2. Bookkeeper receives the documents
3. Bookkeeper breaks them down into journal entries
4. Bookkeeper enters them to QuickBooks.
5. You can access your records and reports anytime, anywhere online.
No more waiting on the bookkeeper for your urgent reporting needs.
Above is a quick overview of the how the process works.
Your bookkeeping is reduced to faxing / emailing your documents.
Of course, you can also visit the office and do traditional documents drop-off.
You may also choose to mail them out.
How it Works
1. You Fax / Email documents
2. Bookkeeper receives the documents
3. Bookkeeper breaks them down into journal entries
4. Bookkeeper enters them to QuickBooks.
5. You can access your records and reports anytime, anywhere online.
No more waiting on the bookkeeper for your urgent reporting needs.
We deliver customized reporting requirements at a very reasonable cost.
---> fax
---> email
---> drop-off
---> mailing
---> drop-off
---> mailing
