Meet our TechStack: Accounting Basics
What is a TechStack?
A TechStack is the profile of carefully curated software, tools and resources to offer the highest level of service to your customer base. Given that Beyond Your Books is a full-service remote bookkeeping and accounting firm, our well-rounded TechStack allows us to streamline operations, communicate effectively, ensure accuracy and offer advanced services to our small business clients.
In this post, we are highlighting our Accounting Basics – the foundational programs that shape our offerings.
First up: QuickBooks® Online
QuickBooks® (QBO) is the gold standard in accounting software. This foundational program is the core of our bookkeeping operations – the accounting software that allows us to track all transactions - revenue, expenses, liabilities, assets, equity, inventory and more! Reconciling your financial statements is a breeze a month-end with our ExtraOrdinary Bookkeepers working behind the scenes on your QuickBooks® file.
Concerned about the learning curve associated with QBO? That is where delegation is key! Let us help you establish your Chart of Accounts, bank syncing and auto-rules to maximize efficiency of your record keeping.
Click here to SAVE on your first year of a QuickBooks® Online subscription!
Click here to SAVE on your QuickBooks® Online monthly price!
Next: Keeper Security
Safety and security is paramount when interfacing with financial data. Our firm utilizes Keeper Security, a cybersecurity company, to house our sensitive passwords, passkeys and access points to keep your data safe. Keeper Security ensures secure credentialing processes, authentication and verification.
Third: SmartVault
Next up on the basics of safe and accurate record keeping is utilizing an internal and client-facing portal called SmartVault. This allows our team to safely transmit documents, and keep files for review and storage for the long term. Not sure you want your bank statements living on your laptop? Upload them to SmartVault! Need to access your tax returns on the go? Cloud storage on SmartVault allows nimble yet secure access to your data and documents when you need them.
Last: Xenett AutoReview
This “smart” cleanup tool helps our team to auto-detect errors or duplications, so that your books can be closed swiftly and accurately at month and year end. This dynamic feature allows collaboration across your QBO file – to monitor trends, realize any discrepancies, predict consistency and alert you (or us) to any abnormalities in your financial transactions.