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Booksyncing

What is BookSyncing™?

It is the old-school process of desktop bookkeeping using paper methods translated in to new-school process of fully synced paperless accounting workflow from 1st point of data entry all the way through to filing taxes.

What does it mean to become fully BookSynced™?

You recognized & have implemented or will implement a more automated workflow into your business accounting practice by using QB or another accounting software, maximized use of apps & synced technologies & have agreed not to have any duplication of data entry into your accounting, thereby decreasing manual overhead.

How Do We Begin?

First we start out with a quick discovery phone call, video chat or in person meeting. Through this brief process I listen to your current workflow, pain points & areas of concern. We talk about whether you would be a good fit for BookSyncing™. This discussion can take up to an hour and does not involve any work inside your QB company file. Also it may be so obvious what improvements are necessary, I may recommend jumping right to a BookSyncing™ Workflow Improvement Gameplan.

1. FAST CHECKUP

As soon as our discussion wraps up or even during the discovery discussion, it is determined you need Account Mobility's services to review & report on your QB company file, you will need to click on the following link & agree to a Fast Checkup.

2. BOOKSYNCING™ WORKFLOW IMPROVEMENT

Maybe you know exactly what you need to do & your current bookkeeper already has your books in order! Then we can move right to BookSyncing™ Workflow Improvement. In this case simply request a quote for consulting work.

WHAT DOES THIS TYPICALLY LOOK LIKE?

3. CLOUD BOOKKEEPING

If after you have streamlined your accounting workflow by becoming as BookSynced™ as possible yet your business still needs a Cloud Bookkeeper, you can request quotes for Monthly Cloud Bookkeeping Services. This can be a short term engagement or a long-term one.

DO I NEED CLOUD BOOKKEEPING?

4. TAX PREP OR SYNC

Account Mobility does tax prep or sync for your CPA (Intuit Tax Online), can file taxes with an app or sync to your QB file to your tax accounting software, like Turbo Tax. Prior to any Tax Sync is performed, a Year End Review must be performed to ensure your company accounting file is ready for tax syncing.

WHAT DOES TAX PREP INVOLVE?

This process starts with a simple Year End Review for $199, which does not involve any work or changes in your QB file. Based on this summary, year end work outlined in the Review can be retained or performed yourself. If you want Account Mobility to perform the outlined work or know you have work to be completed, the Year End Work Engagement can be requested upfront. Costs for the Year End Work Engagement can range from $299 to $1749 depending on how much info is missing or incorrectly entered. Therefore in some cases it is better to contract Cloud Bookkeeping services earlier in the year.

Get Started Today!