Online Tools
Accounting Software
QuickBooks
Online is the most popular accounting software in the US and is perfect for working with a bookkeeper.
Online accounting software enables you to
delegate responsibilities and update your finances in real
time, from anywhere.
Wave,
Zoho,
and
FreshBooks are
examples of other online accounting software options. Each
vary in interface, cost and capability.
We can find the right fit for you together.
Merchant Services
There are a great many ways to process customer transactions
online (PayPal, Shopify, Square, ...).
Whichever you choose we can integrate your merchant
service provider with your online accounting software to
automatically import your transaction data and streamline
your accounting processes.
Document Imports
We can use cloud document services to share documents,
collect receipts, bills, bank statements, etc., and
automatically export them to your online accounting
software. Zephyr can be linked to your account so you no
longer need to spend time scanning and emailing documents by
hand. Go truly paperless and skip the data entry.
We highly recommend the use of services such as
Hubdoc for any client with more than 3 accounts.
Customize with Apps
Other online business applications seamlessly work with
each other and your accounting software:
authorize payments online,
track professional and employee hours,
track expenses, manage projects.
We can customize which apps work
best together for you and what the benefits they can provide
to your business.
Video Conference Training
Using Zoom, Zephyr can provide you and your company with personalized training, complete with desktop sharing so that attendees can follow along as they learn to use a software. Ask questions verbally or with chat. Webinars are an interactive training tool that can get the job done for a fraction of the cost of on-site training.
