Back Office Accounting
Conversions of Desktop to Cloud Accounting Applications
Our team has converted many accounting files from desktop to cloud and from cloud to cloud. We have detailed checklists for conversions and review.
Sales Tax Preparation
Both US Sales Tax and GST / VAT preparation ready for submission.
We review, prepare and when needed submit to State, Federal and Vendors.
Review and creation.
Historical Review of Accounting Application
We will go through a current accounting file and report back with what has been done, what is needed, which documents are required, any potential problems that are occurring in the file as well as time to fix and clean.
Account(s) Review and Allocation
Data entry is not completely gone and review and allocation is needed.
We will close the books with 24 hours of the last statement retrieval.
Accounts Payable Managment
We prepare AP reports utilizing any accounting application and integrated AP apps. Such as Bill.com or Mineral Tree
Our tax teams have 35 years of combined experience in US and Canadian tax. We have experience in all tax software both server and cloud applications
Firm Administration Duties
We assist our firms with internal duties such as document organization and cleanup, billing, workflow cleanup and admiration.
Although it is going away it is not gone yet. Be it excel, GL or Word we can get it done quickly and efficiently.
DIY or after the fact with a third party payroll
We are familiar with multiple KPI report applications
What Our Clients Say
Testimonials from Our Clients Who Are Happy About Our Services
“Working with MoneyPenny has been a blessing! The back office outsourcing, consulting and app review work has been so helpful in my everyday work process. Thank you Penny for all you have done to make my job that much easier. I look forward to working with you in the future.”
“She is an effective trainer who understands and keeps a laser focus on the customer relationship, regardless of whether it is an internal or an external customer. Penny is tenacious in getting tasks accomplished and she knows how to use resources to get things done and done right.”
“MoneyPenny is an invaluable source of information and insight into the technology and workflow process and procedures for all small businesses. They keep up on the ever changing landscape of apps and wades through them to make it easier for their clients to utilize.”