Quicken & QuickBooks Consultant Follow us on FacebookFollow us on TwitterConnect us on Linkedin
Real Time Custom Turnkey Solutions Simplify Your Life Trust Why Sundial?
1 2 3 4 5 6

App Partners

Small business accounting technology continues to increase, making it difficult for one person or firm to manage.  Keeping abreast of the latest accounting software technologies is my job and passion.
Intuit lists hundreds of “apps” providing solutions for specialized business needs that address growth pain points and increase efficiency and accuracy of data-entry. This stretches the capabilities of QuickBooks before an unnecessary transition to costly and complex enterprise software systems.

It is my job to be current with this technology. To keep up with this technology on a continual basis I:

  1. am an Advanced QuickBooks ProAdvisor certification from Intuit,
  2. am a Xero Certified Advisor,
  3. attend industry conferences;
  4. belong to multiple expert user groups,
  5. participate in beta testing, and
  6. take 40 hours of CPE to maintain my CPA credentials

It is my philosophy that when properly selected and utilized, the right software saves time, in turn providing a strong return on investment.  Making clients feel comfortable and at ease with their finances and technology as well as the success of their business is my ultimate objective.

Controllership Solutions LLC supports dozens of third-party QuickBooks add-ons but has become certified and formed partnerships with several best-in-class programs.

 

ChecksforLess.com (www.ChecksforLess.com)

Business Checks for Less

Controllership Solutions LLC is pleased to provide its clients exclusive discounts and offers from Checksforless.com  the best known online brand for providing small businesses with laser and manual business checks and deposit slips. For more than 35 years, Checksforless.com's mission has been to provide high quality business checks and supplies with easy ordering and fast production times - at the guaranteed lowest price in the nation.

 

LivePlan (www.LivePlan.com)

Business Checks for Less

Controllership Solutions LLC is certified as a LivePlan Expert Advisor adding the innovative cloud-based application LivePlan to its suite of small business offerings. LivePlan helps small business owners easily develop budgets and forecasts, create goals for their business, and then track their progress on a dynamic dashboard that syncs with popular accounting systems. LivePlan imports accounting data from Xero and QuickBooks and presents the information in a dashboard view that shows business owners where their financials stand compared to their original plan and previously set goals. Research from Cranfield University’s School of Management shows that small businesses who actively plan, track against that plan, and adjust their plan based on market need, grow 30% faster. Planning and tracking is what separates small businesses who are surviving from those who are thriving.

 

Transaction Pro Importer (www.TransactionPro.com)

Business Checks for Less

Want an easy way to automate data-entry and import transactions or lists from flat files such as Excel?  Transaction Pro Importer (TPI) quickly imports data from Excel, Access, databases or comma, tab, and pipe delimited text formats and speaks to nearly every field in the QuickBooks database including both transactions and lists. This is a huge time saver if double data-entry is part of your work flow.

 

Bill & Pay (www.billandpay.com)

Bill & Pay

Bill & Pay is a complete invoicing and payment solution that will streamline your accounts receivable process. Accept e-Checks/ACH and Credit Cards for one-time payments or recurring variable payments. Use the Credit Card Merchant Account of your choice. Email customers their invoice with a link to pay. Your customers can make payments and view history in a "branded as your business" payment portal. Set up payment reminders, past due notices and payment plans.

 

T sheets (www.tsheets.com)

T sheets

With T-Sheets employees can track time on any device, easily integrate with QuickBooks for payroll, and the customer experience team is phenomenal! There are tons of amazing features to make tracking time simple. Try it free for 14 days by clicking here: https://www.tsheets.com/#a:quickencoach

 

Expensify (www.Expensify.com)

Expensify

Expensify simplifies the tedious expense reporting and approval process. With Expensify, expense reporting take 83% less time. Employees can take pictures of receipt and submit reports paperless. Manager approvals can be done virtually and efficiently and everything syncs automatically with QuickBooks.

 

Neat (www.neat.com)

Neat

From the makers of the Neat Scanner, Neat software extracts the key information from your receipts and documents, integrates with your business software, and simplifies how you work. You can use any Scanner or snap a picture on your phone or tablet. Then, Neat's "In Document Identification Technology" transforms the words and numbers on your page into useful, usable data. Then, send it to many popular business applications.

 

Receipt Bank (www.receipt-bank.com)

Receipt Bank

Receipt Bank eliminates the need to hang on to those paper receipts which often end up crinkled, lost or in a bottomless drawer never to be used again. Receipt Bank makes your bookkeeping faster, easier and more efficient.

 

Essential CFO (www.EssentialCFO.com)

Business Checks for Less

EssentialCFO is a highly flexible and user-friendly interactive reporting software that allows management and finance teams to obtain real-time visibility into key performance metrics, streamline financial planning/budgeting and reporting.  The objective: better data drives better business decisions. Essential CFO’s highly customizable interface and affordability makes it the superior alternative to spreadsheet-based reporting processes which are static and outdated data.

 

Freestyle Solutions (www.Freestylesolutions.com)

Freestyle Solutions

If you sell online or mail things, check out M.O.M.!  Multichannel Order Manager (M.O.M.®) is the leading inventory, order and customer management software for small and mid-sized eCommerce, multichannel and distribution businesses. M.O.M. tightly integrates with eCommerce shopping carts, Amazon, Ebay, USPS, Fedex, UPS and QuickBooks to efficiently streamline the sales fulfillment process. M.O.M. has earned a strong reputation in the industry, with a customer base that manages over a million online shoppers daily and nearly $10M in gross merchandise sales every day. With multiple editions available, M.O.M. grows WITH your business, and saves you time and money as your business grows.

 

Bill.com (www.Bill.com)

Business Checks for Less

Bill.com takes over and greatly improves upon the payable and receivable functionality in your accounting software.  This cloud based application allows users to approve and pay bills faster, Invoice and Get paid faster all while eliminating paperwork and saving time and money.

 

SpringAhead (www.SpringAhead.com)

SpringAhead

SpringAhead is an online time tracking and expense billing solution that integrates QuickBooks with Paychex, ADP and other payroll providers.  SpringAhead is secure and touts simplicity and power with an easy to use graphic user interface (GUI).  This software allows employees to enter their time and expense via the web.  Time sheets are approved and a file is uploaded to your payroll provider.  Time data is posted to QB where actual costs are allocated to jobs.

 

Scan Writer (www.Personable.com)

Scan Writer

ScanWriter is a revolutionary automation technology that instantly processes the data-entry from over 300 financial documents from banks, credit cards, brokerage firms and vendor invoices into Intuit’s QuickBooks® , virtually eliminating manual and mundane accounting tasks and costly transcription errors.. Scan Writer then attaches a copy of the document or receipt to the QuickBooks file entry.  This software automates the monthly manual data entry of Amex statements saving hours of time.

 

WebKPI (www.WebKPI.com)

WebKPI

WebKPI is a powerful, online-business-intelligence-dashboard software that displays common and custom built real-time key performance indicators (KPI). This software calculates key metrics in real time and is accessible via the web.

 

Xero (www.Xero.com)

Xero

Controllership Solutions is a certified Xero partner.  Xero is an alternative to QuickBooks and is a 100% cloud based accounting software with advanced automation features such as daily bank feeds, smart cash flow tool, unlimited users, online billing, and automatic import. Xero’s tag line is “Beautiful accounting software” and the freedom of 100% web based system with integrated access to smart phones is beautiful.  Xero is the easiest way for small business owners to take advantage of cloud computing.

 
 
Quicken Services
Quicken ServicesYou’ve worked hard for your money, but with the accumulation of wealth comes a greater need to track and monitor your assets and liabilities. OUR service is YOUR peace of mind
read more
QuickBooks Services
QuickBooks Services“Owning and operating a business can be a rewarding but also stressful experience. Most entrepreneurs cite cash flow and unclear finances as major sources of aggravation, loss of time, and distractions from core competencies.“
read more