Jetpack Workflow

JULY 19, 2024

These applications support services like tax preparation and financial reporting, giving you a centralized location to manage clients’ financial transactions and their general ledger. It has a client portal where you can share updates and collect information and offers an automated billing process. month + $5.10/employee/month.

CPA 52

CPA Payroll QuickBooks Accounting 52

Nanonets

JULY 21, 2023

To ensure the integrity of financial data, accountants and bookkeepers rely on the general ledger account reconciliation process. This process involves comparing general ledger accounts with supporting documents using reconciliation software to identify discrepancies and take corrective measures.

General Ledger 52

General Ledger Account Reconciliation Reconciling Financial Reporting 52

Xero

AUGUST 14, 2024

Being able to make and collect payments without leaving Xero is a powerful tool for your clients. We’ve also revamped the workflow for completing W9s, making it easier for vendors to fill them in and return them faster, making 1099 preparation more seamless.

XERO 231

XERO 1099 Preparation General Ledger Bank Reconciliation 231