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 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, pay bills, 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.

No. We only work with QuickBooks Online for our clients who have chosen our Gold Package. For clients on our Silver package, we are open to using TeamViewer to do bookkeeping on QuickBooks Desktop. We are happy to assist you in migrating your data to QuickBooks Online from QBD or another accounting software.

We specialize in bookkeeping services for small and medium sized companies. At the moment we do not process tax returns, although we are hoping to begin doing so in 2026. 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.

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.

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.

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.