Tools
We hate wasting time, so we put together a suite of tools that work together to make bookkeeping and growing your business as easy as possible. We use all of these tools ourselves, and we have partnered with each of these companies to resell their software.
QuickBooks Online
The home base that all the other tools plug into
We believe in QuickBooks so much that we only work with clients who use it. Unless there is a compelling need for someone to use Enterprise Desktop, we use QuickBooks online. This cloud platform not only does away with the need to backup or update your software, it makes it really easy for us to collaborate with you. Since we work as part of your team, collaborating in real time is essential. All of the other tools work much better with QuickBooks Online than with QuickBooks Desktop.
Expensify
Receipt management and expense approval
For a cheap, easy expense management tool that includes robust approval options, I recommend Expensify. The app is super easy to use. Take a quick photo and you can get back to work knowing your receipt has been saved and the bookkeeping for your transaction will be taken care of. The approval process is also really easy and can even be done from your phone.
Hubdoc
Online file cabinet, bill processing, gathers all your documents into one place
Hubdoc is the online filing cabinet many small businesses need. Unlike other solutions that just provide archival of documents like Box or Dropbox, Hubdoc can automatically fetch credit card and bank statements from hundreds of providers. It also provides a workflow that allows business owners to snap a photo of a receipt from within the app or set up email rules to automatically forward bills to a special email address, and have us take care of everything from there.
Method:CRM
Bill approval and payment
Managing client leads and following up efficiently using a Customer Relationship Managment tool is a powerful way to grow your business. We use Method:CRM ourselves, and we like it so much that we became a partner. We would love to talk with you about whether Method can help you reach your sales goals by streamlining follow up and being in tune with your sales pipeline. Nothing syncs with QuickBooks better than Method:CRM. Contact us at info@jordancpaservices.com for more information or click here to sign up for a free trial.
Method:CRM is the #1 CRM for QuickBooks that helps you keep your customers’ follow-ups and history all in one place; helping you stay on top of what your customers need and when they need it, so nothing gets missed. Designed to sync seamlessly with QuickBooks, you save time by not entering data twice. Method is fully customizable with drag and drop tools and beautifully mobile, optimized for all devices so you’ll have every customer details, whenever you need it.
Bill.com
Bill approval and payment
Bill.com is an amazing tool that allows business owners to completely outsource their bill payment process. Use the app to take photos of bills, or set up email rules to automatically forward bills to a designated address. From there, you approve the bill on your app, and we enter it into your accounting system and pay the bill for you. No more hassling with signing checks or mailing them.
The other reason I recommend my clients consider Bill.com is to reduce the risk of check fraud. In 2009, the Association for Financial Professionals conducted a survey that found that 63% of businesses with less than $1B in revenue were victims of payment fraud, and 91% of that was from check fraud.
All Bill.com accounts come with positive pay services as part of our standard fee. There is no extra charge to get the service and we handle all the processes with the bank. Small and mid size businesses get all of the benefits (fraud mitigation) without any of the extra fees or extra processes. Furthermore, when you pay a vendor using Bill.com, you are never exposing your bank account information to anyone.
