We will work to get you onboarded quickly and seamlessly from your current system.
We try to make the implementation process as effortless on your part as possible.
Our goal is to see you succeed with better software and great service.
- Create opening balances
- Import customers and vendors
- Set up chart of accounts
- Add outstanding invoices and bills
- Import year-to-date transactions
- Add associates and set up payroll
- Set up projects
- Clean up past periods
- Categorization and reconciliation
- Add journal entries
Knowing your numbers, controlling cash flow and making sound business decisions will help you succeed long term. We are here to help you get started and when you are ready, your concierge representative will get you in sync with the right accountant partner to help you analyze and act on your financial data. And all the other things accountants do, like file your corporate tax returns.
Sideways 8 Interactive
“When I meet other business owners, one of the first things I think to tell them is that they need FINSYNC. It is going to help you run your business, improve the amount of time that you have to grow your business, and it is going to help your life.”Sideways 8 Interactive Digital Marketing Agency, Atlanta
“I am a CPA who recently bought two small businesses on their way to medium size. I thought you may like to hear that your hard work is getting some deserved recognition. After reviewing literally 50 to 100 different accounting software packages, my choice was FINSYNC.”Midas Creek Health & Wellness, Salt Lake City
“I had been using Quickbooks Online because I was told it was the industry standard. FINSYNC told me I could spend less and get more – and they were right. I used to write paper checks out for some vendors – now I just click a button. And real people answer my questions when I write, and they call me to point out things I may have missed.”Media Beyond Marketing Agency, Chicago
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Looking for more services?
Bookkeeping & Accounting
Bookkeeping & AccountingGet help with invoicing, bill pay, month-end reconciliation, reporting and tax preparation and filing.
Financial AnalysisConnect with a financial expert who can help you analyze your key financial metrics, perform peer analysis and benchmarking, and plan for financing or fundraising.
|Cash Flow Management|