There is so much you can get from Excel spreadsheets, and no more! Don’t get me wrong, Microsoft’s Excel has its many purposes one of which is capturing information and making calculations including statistics with useful bars and graphs resulting in eye-catching, aesthetic presentations; however, it does not have the capacity to convert information from one report type to another, reconcile entries, or provide real-time bookkeeping and
If invoicing customers are a part of your business, you know how important it is to prepare and get those invoices out on time. The sooner you get them out, the sooner you will get paid. Of course you will have delinquent customers, but the majority of your customers will hopefully make their payment within the given term. For those “not so reliable” customers, sending periodic statement of their account is necessary to remind them that they are still responsible to pay their outstanding balances and bring their account current.
We prepare and get your customers invoices to them via the fastest outlet – email. We also work with you to assign payments received to their relevant invoices and send statements to customers with outstanding balances – periodically. We will also place phone calls to customers who are way overdue and need an extra nudge to attend to their account balances.
There are several software available to help simplify the invoicing process, such as QuickBooks. If you purchase QuickBooks and would like help setting up QuickBooks software and getting familiar with its features, we will be happy to come to your office and get it done. If you would rather delegate, we will be delighted to get your entire bookkeeping system in place, including your receivables.
Call us at 718-809-0367 to set up an appointment to get the help you need with your invoicing and receivables.