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Month-end software Bookkeeping MANAGEMENT support

overview

Month-end software bookkeeping support is designed to simplify the month end bookkeeping procedures and leave truckers using the software, free to just enter incomes and expenses in customized fields and let us do the rest.

Here is How it work!

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 data and the integrity.

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 we will send you a year-end bookkeeping managed version copy of the 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 and send a set of data verification reports from the menu of available customized reports in the software.

Just Select the required report and send 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 reports, will make it easy for you to print the accountants month end and/or quarter-end bookkeeping report and send to your accountant as data instead of paper to do the tax filings.

Note:

Doing your Bookkeeping on the road

If you would like to capture income and expenses while on the road, simply make a copy of the bookkeeping master you downloaded, name it your "Your On-Road Books"

Use this copy to capture your on the road trip expenses.

At the end of each bookkeeping month

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

We will merge the data from your home-office and the on-road version of the software to create a total operating result bookkeeping information and reports to allow you to easily know your business numbers without having to call your accountant

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 data enter your expenses while at a truck stop, at a rest area or while waiting for a load.

  Month-end Data Merging Management is a subscriber service. 

Monthly Subscription

$37.00 per month

Annual subscription

$400.00 per year:  Pay annually and save

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