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
Outsourcing your bookkeeping with APO is easy and convenient; easy for us to get your bookkeeping updated and keep it that way, and convenient for you to have access to accurate up-to-date information at all times. After following only two (2) of our five (5) step bookkeeping solution, your business will have the information needed to make sound financial decisions, as well as the necessary information your accountant or tax preparer will require in order to file your taxes at their respective times. The two steps are:
- Locate all relevant business information such as bank statements, credit card statements, payroll services report
- Get all relevant information to APO via uploads, Leapfile, email or mail
That is all you have to do and APO will take it from there. Of course, there will be questions that only you can answer, but we will communicate at your convenience via a means of your choice.
Also, yes the information required is sensitive, but you can place your confidence and trust in us to safeguard your information and treat them with the utmost of care and confidentiality. We use one of the most secure company programs available on the market to date – LeapFile, and they also delete uploaded files after they are downloaded. See their PDF file explaining How LeapFILE works.
We are capable of using any bookkeeping and accounting software, but our software of choice are: QuickBooks – all versions and editions, and Sage. Both software companies offer “cloud” or online options which are very convenient for remote accessing.
So, get on board! Call us to learn more about our services and discuss how we may best be of service to you.