How Much Should Bookkeeping for a Small Business Cost
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How to Automate Your Business’ Finances with QuickBooks
March 17, 2025
QuickBooks Tips
As we all know, automated means of running your business have started to become very popular recently due to all of the perks that it provides. This is not to say that old-fashioned business management has become obsolete, but digital solutions for it just make it go by a lot faster than it normally would.
While many businesses already use Excel sheets, graphs, digital banking services, and many things of the sort, this is not what digitalizing your business is about, and it only scratches the surface of it. The main focus of automatization is to have a specialized platform to do the bookkeeping of your business for you in order to save time and resources.
Contents:
Our Solutions for Automatizing Your Bookkeeping
There are a lot of things that you are missing out on when you do not step up your bookkeeping to be at least partially automated. We provide this type of service to many businesses, regardless of their size and type, and we can set up the QuickBooks platform for you in accordance with your needs.
If you are interested in turning to digital options for your business, you’re in luck, as it has never been easier to implement them! You can simply book a consultation, and our team will do the rest for you. While there are many platforms that you can choose for this endeavor, the one we use is the best one available when it comes to automating your finances. This shows that QuickBooks is one of the most popular as well, as it holds over 80% of the market and ranks rather high among accounting platforms. The drawbacks of this platform are rather minimal as well, and we provide access to it at the best rates available and offer assistance to everyone who decides to contract our services.
How to Implement Digital Solutions
As mentioned above, we can set up our platform for you after a free consultation in regard to the needs of your business. We will give you a detailed guide and provide assistance along the way for all of the necessary steps when implementing an automated platform for bookkeeping.
To give a short overrun, you will need to link your bank account to the platform and upload your past transactions into it. Most banks will let you do that automatically, but you might have to do it manually if they do not provide this option. By setting it up with your past transactions, you will make the QuickBooks and bank account communicate with each other and have the same data. This is the preferred option for linking the two and it is called Direct Connect, which comes at a small fee.
You can also opt for setting up a Web Connect with your bank which is usually free, however it might not be worth it due to the fact that it is less efficient. This type of connection is less useful simply due to the fact that you have to input all of the data yourself, which is really not worth the effort. You would rather pay a small sum to your bank than input all the data yourself, and if you have a large volume of transactions, hiring someone to do it would be much more expensive than automating it.
Get In Touch With Proledge
You can contact us anytime if you have questions or encounter a problem with your bookkeeping program.
Assisted and Reliable Bookkeeping
If you automate your bookkeeping, chances are that you will need a professional team to help you and your staff adjust to it. While the point of automation is obviously for you to not have to go through this process yourself, it is important that you understand how it works. We offer training services for you and your staff so that you can utilize the software efficiently.
Even if you cannot access our services in your area, we also have remote options for bookkeeping, and we can adapt to your preferences and schedule. Furthermore, if you have a lot of data to enter into the software, we offer set-up and data entry as well so that you can focus on running your business. You do not need to worry about issues that you might encounter while using the app, as our customer support line is open at all times to help you. If you somehow notice something amiss in your books or the app, we can also fix this issue and provide insight.
Besides simplifying data transfer and training and offering customer support, you can rely on us to help your business expand as well. You will be provided with a lot of automation options that suit your needs and we can also build reports for you to see how you perform after implementing automated solutions to see if they are the right ones for you.
Personalized Bookkeeping Automation Software
There are more functions related to the software we provide that can help you expand the automation aspects to other areas of your business. This can be done by setting up data transfer between multiple apps, getting different versions of software, or just having our team manage your books.
Even though a big part of automation is made up of combining services with software, choosing the one that suits your needs is a very important first step. There are multiple versions of QuickBooks, and they all have different functions that you should consider when making your choice.
- QuickBooks Online: This is a cloud-based program that integrates multiple aspects such as custom invoices, inventory tracking, payrolls, and bill payment. The app is easy to integrate with others and can create reports.
- QuickBooks Desktop: While this does not have as many features, it is easier to choose only the features that you need. This works with the POS version of the app, as it reconciles the money you get from it.
- QuickBooks Pro: As the name implies, it is a much more advanced version of the program. It works much faster and deals with customer contact data and previous past due accounts. It also helps with purchase orders and is the best for inventory management.
- QuickBooks Self-Employed: This app is ideal for small businesses, as it has a very intuitive UI. It is mainly helpful with filing and estimating taxes and can create reports whenever needed.
- QuickBooks Payroll: As the name implies, this app can store employee data, administer payrolls, and deal with medical insurance plans. The app also calculates net pay and generates tax reports.
Upgrading Your Bookkeeping
As mentioned beforehand, bookkeeping automation is done by implementing specially made bookkeeping software for businesses. This generally consists of integrating it into multiple aspects related to your transactions and inventory for example.
The current business climate also seems to ask for these sorts of upgrades, as it is generally something that you should embrace if you want to keep up with your competitors. The market is forecast to almost fully rely on cloud accounting software in the future and you can implement this solution for your business as well.
While QuickBooks can be set up as an app, that version is not as helpful for automating tasks as it might initially seem. Not to say that this version is obsolete, as they both generally meet different needs; however, cloud accounting simply has more features and can be used in more contexts. The desktop version is typically best for small businesses, as you can just buy the program and get the data transferred into the software by our team.
5 Reasons to Upgrade Your Software
The reasons why you should upgrade to cloud accounting software are the following:
1. Accessibility:
It is much easier to have multiple people access this account and our team will be able to assist you much easier. Desktop software will make it so that you can only receive help with your books on site, making it more difficult to receive our remote services.
2. Security:
The cloud platform is much better than the desktop one, simply because your computer’s security can not compare to a large server that is constantly administered. The platform is constantly updated, and there are many specialists keeping the server secure, making it much safer for your data.
3. Cost:
If you want to keep your desktop system up to date, you might have to buy the updated version of the software if new features are added. The cloud service requires a subscription fee, but it can end up overall cheaper than the desktop version, as you do not have to pay for updates. We provide the best rates for subscriptions to the web version of QuickBooks, so the monthly fee is rather low for what you get.
4. Maintenance:
As mentioned beforehand, maintenance for the desktop version is harder to do because it does not update automatically, and it is harder to address remotely. Whatever issues you may encounter with your books, we can fix them for you as we provide the right services for your needs.
5. Strongersoftware:
Because our services for automated bookkeeping provide options hosted on a 3rd party site, the software is much stronger, so it can compute all of your data faster, regardless of volume. No matter how much data you have to handle regarding your books, we can take care of transferring it to your QuickBooks. Additionally, we can integrate other apps into the software as add-ons that will help the performance of your business.
If you want to convert from previous outdated software to make running your business more convenient, we can also handle transferring all the data from your past platform. Our remote services are the best way to step up how you handle finance. Outsourcing your bookkeeping to a professional team with accessible prices is a very popular option that many businesses have had a positive experience with. Most long-term users of these automated bookkeeping solutions have been very satisfied with our services as well, due to our client focused approach.
Benefits of Automated Bookkeeping
While there are a few steps to set up to automate bookkeeping, the many benefits that it provides make it well worth it. If you are willing to use our services to obtain bookkeeping software for businesses, you will not encounter any issues with setup, as our professional team will take care of it. By implementing automated bookkeeping, you benefit from the following:
- Management of invoices: manually processing these tasks can take a lot of time, and it is generally not worth it as it can cost a lot to do them individually. APs and Ars can be rather difficult to handle on your own, but with QuickBooks, you can create and track them easily, and even print them out of the app or share the files. This solution is also recommended as you do not run the risk of human error.
- Tracking expenses: To put it simply, the app can compile your expenses into a neat report, making it much easier to pay. It can also track your transactions and you can also access them manually if you ever need to check something.
- Automated backup: One of the most important aspects of automated bookkeeping, it is both convenient and reliable. This is simply because the data can be restored if you ever happen to lose it, and you can also opt to have it stored in a cloud server. We understand how important the security of your data is, so we offer these advanced digital solutions.
- Simplified taxes: If you or your accounting team struggles with tax preparation, this can help. Tax payment can be a hassle, yet it is a must if you want to run a business. We can take the weight off your shoulders by implementing automated solutions and aiding you with tax preparation or fixing your books, to make sure that they are all paid properly.
These are basically the main reasons why you would want to make the switch to automated bookkeeping, but there are also more creative solutions in regard to how to use the perks it provides. We also recommend choosing our services since we can convert you to the most modern platform for automation available, and help with overseeing the process.
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