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Month-end
software Bookkeeping support

overview

Month-end support is designed to simplify the month-end bookkeeping procedures and leave you free to just enter your income and expenses and let us do the rest.

Here is How!

At the end of your bookkeeping month

Click the upload link on the month end report page in the software, and send us the bookkeeping software with the data entered for the month to merge and management the monthly data.

Click here to view the upload demo procedure

We will merge the bookkeeping data and send you an updated bookkeeping system with the current data reviewed and merged with the data of the previous month, or months, merged to allow you to print quarterly financial reports and tax information without having to call your accountant or bookkeeper.

This way, you will always know your numbers:

For each bookkeeping month

For each consolidated bookkeeping period,

For each bookkeeping quarter

In addition, once we have merged the data of the previous month, we will license a new copy of the software with your new work month setup information and send you, which will eliminate the monthly software setup procedures.

This way, doing your own bookkeeping is simply, entering your business information into the customized fields in the software and view or print your financial reports.

At the business year end you we will send you a consolidated year-end bookkeeping managed system software with your data merged for the full business year, to allow you to view and print the operating result financials for the year as well as the tax filing ready customized for accountants report.

With this service, if requested by your accountant, you will be able to print a set of data verification reports from the menu of available customized reports in the software.

Just Select, Print and sending to your accountant, by email or by fax from anywhere.

     At the end of each bookkeeping quarter

    We will merge the data from your three bookkeeping months and send you a merged bookkeeping workbook for the quarter, to allow you to easily print your quarter end financial reports without having to call your accountant.

 These merged data quarterly reports, will make it easy for you to print the customized for accountants month end and/or quarterly bookkeeping information as a report and send to your accountant as data instead of paper to do the tax filings.

Note:

If you would like to capture bookkeeping income and expenses while on the road, we will create and provide a limited version on-road copy to of the software at no cost.

At your business month-end

Upload both versions of the software to us for data merging.

We will merge the data from your home-office version and the on-road version under the merged data procedures shown above.

This will allow you to eliminate the potential to have road expenses invoices and receipts information fade causing you to lose the deduction or simply get lost while on the road.

Instead, with the on-road version, you get to capture and record your expenses while at a truck stop or at a rest area.

Read More

   NOTE: Month-end Data merging is a low cost subscriber service. 

Monthly Subscription

$24.95.00 per month

Save with annual subscription

$260.00 per year

 

 

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