Quick Resolution
Receive quick communication and prompt resolution of issues.
Trusted Insights
Analyze a curated set of accurate monthly reports before the 15th of each month, or it's free!
Audited Accuracy
Rely on our methodical, regularly audited process for clean records.
Here's how it works.
the prosynergy way
"I learned to use QuickBooks through trial and error and was mostly able to figure it out, but there were constantly things I wasn't sure I was doing correctly. That's when I reached out to Tim. Tim was super helpful and offered to resolve my problems. I now have their team reconcile my books monthly and answer any questions I have. My problems are totally resolved and I have a good feeling whenever I look at QuickBooks."
- Amber Engbretson | Urban Builders
"As the owner of three business and trying to manage over 10 employees, I can definitely say that Prosynergy has saved me so much time that I would be spending after I get home on admin, payroll, bookkeeping and categorizing expenses. It has saved me so much headache and allowed me to spend more time with my wife and family."
- Elisha Rogers | Eden Lawncare
Your Journey Begins with a Solid Foundation
Accurate bookkeeping plays a pivotal role in the intricate dance of business operations.
-
The quiet guardian of financial integrity
-
The foundation of every good business strategy.
Yet, bookkeeping functions are often devalued amidst the hustle and bustle of entrepreneurship. It feels like busy work.
But the finance-savvy business owner is different. She understands the risks of inaccurate bookkeeping. So she puts the right people in place and establishes excellent processes. Her financial foundation is strong. As a result, she has an accurate picture of her company and is empowered to make profit-generating decisions.
Hear from our clients how we can clean up your books & take a load off your back.
After Review and Cleanup,
Choose Your Monthly Rythm
How to Choose Your Prosynergy Bookkeeping Flow
-
How do you do bookkeeping remotely?We conduct remote bookkeeping using secure online platforms and digital tools. Here's how it works: Digital Records: You provide us with digital copies of your financial documents, such as bills and receipts. Bills can be forwarded directly from your email to the QuickBooks file. Receipts can be captured and uploaded using the QBO app. Bank statements can be uploaded to your secure online portal. Alternatively, you can give us read-only access to your accounts so you don't need to worry about sending us statements on time. Cloud-Based Software: We primarily use the cloud-based bookkeeping software QuickBooks Online. This platform allow us to access your financial data securely from anywhere with an internet connection. Collaboration Tools: We communicate with you via email, phone, video conferencing, or WhatsApp to discuss any questions, updates, or issues related to your bookkeeping. Data Entry and Processing: We enter your financial transactions into the accounting software, categorize expenses, reconcile accounts, and generate financial reports remotely. Security Measures: We prioritize data security by storing login information in a secure online vault and implementing best practices for protecting your sensitive financial information. By leveraging technology and adhering to best practices, we efficiently and securely manage your bookkeeping needs remotely, providing you with accurate and up-to-date financial information and peace of mind.
-
Do you only work with other accounting software than QuickBooks?While our primary focus lies within the QuickBooks ecosystem, we are familiar with other accounting software such as Zoho Books and Wave. It's common for clients to transition their accounts to QuickBooks Online to streamline their bookkeeping processes when partnering with us. However, if you're content with your current software and prefer not to switch, we fully support working within your existing systems. Sound accounting principles are universal and applicable across every platform.
-
Do you process tax returns?We specialize in bookkeeping services for small and medium sized companies. However, we can also process tax returns for smaller companies who want a one-stop-shop for all their accounting needs. We are also happy to work closely with your accountant and find that when we turn squeaky clean books over to them at the end of the year, it greatly reduces their workload and saves you money at tax time.
-
How do you know how to categorize my transactions?We categorize your transactions using receipts, past categorization, and Google. This helps us ensure accuracy and consistency in organizing your expenses and income. If you have any specific preferences or changes, feel free to let us know, and we'll adjust accordingly.
-
How do I give Prosynergy access to my Quickbooks Desktop account?In order for us to work with your data from your Quickbooks Desktop (QBD) file, you will need to give us remote access using TeamViewer or another screen sharing software.
-
How do I give Prosynergy access to my QuickBooks Online account?To give us access to your QuickBooks Online (QBO) account, you'll need to invite us as a user. Here's a step-by-step guide: Login to your QuickBooks Online account: Go to the QuickBooks Online website and sign in using your credentials (email and password). Navigate to User Management: Once logged in, go to the "Settings" menu, which is a little gear icon located in the top right corner. From the dropdown menu, select "Manage Users." Invite a New User: In the user management section, you should see an option to "Invite Accountant." Enter User Details: You'll be prompted to enter the email address of the person you want to give access to. Enter "thesynergy23@gmail.com." Select User Type and Permissions: Choose the appropriate user type and set permissions for the user. Send Invitation: Once you've entered the necessary details and set permissions, click on the "Send Invitation" button. User Acceptance: We will receive an email inviting us as a user to your account. Confirmation: Once we have accepted the invitation, you'll receive a notification confirming that we've successfully been added to your QuickBooks Online account.