Bookkeeping?

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 invoices, receipts, and bank statements. Receipts and bills can be forwarded directly from your email to the QuickBooks file. Bank statements can be uploaded to your secure online portal. Alternatively, you can give us secure access to your accounts so you don't need to worry about sending us statement on time. Cloud-Based Software: We primarily use cloud-based bookkeeping software like QuickBooks Online and Wave Accounting. These platforms allow us to access your financial data securely from anywhere with an internet connection. Collaboration Tools: We communicate with you via email, video conferencing, or messaging apps 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 Zoho 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.

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.

We specialize in bookkeeping services and don't handle tax returns. Our expertise lies in keeping your financial records organized and accurate, allowing you to focus on what matters most to you. However, we are 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.

We categorize your transactions using receipts and your past categorization. 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.

In order for us to work with your data from your Quickbooks Desktop (QBD) file, you will need to send us a backup copy. Follow these steps: Open QuickBooks Desktop: Launch QuickBooks Desktop on your computer. Create a Backup: Navigate to the "File" menu. Select "Create Backup" or "Backup Company." Follow the prompts to create a backup of your company file. Choose a location to save the backup file. It's recommended to save it to a location that's easily accessible and secure. Compress the Backup File (Optional): After creating the backup file, you might want to compress it to reduce its size. Right-click on the backup file. Select "Send to" or "Compress." This will create a compressed (.zip) version of the backup file. Upload it to DropBox: We will send you a special DropBox link where you can upload your file.

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.