When the bookkeeping has become too time-consuming—or has fallen into a bit of neglect and disorganization—many small business owners look into contracting a professional bookkeeper. Bookkeeping services are widely available to businesses of all sizes, and the financial needs of your specific size and type of business can help you determine whether a virtual hire, onsite employee, or contract-based professional service is the best way to go.
When in the market for bookkeeping services, or for a remote bookkeeper to help clean up and organize your business’s books, keep in mind some especially vital criteria for selecting the best professional option.
Doing all the bookkeeping yourself may not be the most efficient way to get payments issued and recorded. Professional bookkeepers and bookkeeping services utilize financial software that can help streamline the entire process.
Errors in invoices, payments, and registries can become costly. Omitted payments, duplicated payments, erroneous amounts, and improperly recorded transactions can create problems for cash flow and budgeting for a small business. If accuracy is suffering, it may be time for professional assistance.
Failing to pay bills on time can lead to fees and penalties, as well as soured business relationships. Paying bills, utilities, insurance, vendors, and employees on time is vital, and professional bookkeepers can assist in making sure payment deadlines are met.
Professional bookkeepers tend to be highly organized, especially if they are handling the books for multiple clients at once.
Checkeeper was designed with professional bookkeepers and accountants in mind. Checkeeper integrates with many widely-used accounting and payroll software services, and it adds customized check printing to the many payment options already available. Checkeeper can also be used to run payroll for the entire staff.
Checkeeper offers streamlined account access by which bookkeepers can access all the businesses they manage from one login. Bookkeepers can add as many businesses as needed to their Checkeeper account and then toggle back and forth among them to keep all registries, check templates, and reports separate. Each added business incurs its own subscription and comes with its own:
· Online check registry
· Saved check templates
· Stored bank accounts, signatures, settings, and defaults
· Designated add-ons
· Customized check fields that can be added or deleted as needed
· Saved business logos, design images, and backgrounds
· Powerful searching and reporting options
Checkeeper enables bookkeepers to run smooth reports, on demand, any time check spending needs to be reviewed, reconciled with bank statements, or turned over to an accountant. Checkeeper automatically stores the details of every check created so that payments can be pulled up quickly, without the need for manual data entry or physical check registries. Run reports within a custom time frame, such as the month or quarter, or download a full report containing the entire check history that will include a list of all checks, check numbers, dates, payees, amounts, and dates and times of check creation.
Checkeeper helps reduce both the time and paperwork needed to get bill payments issued. Add Checkeeper to an Odoo or Xero account to have data from unpaid invoices imported directly into the Checkeeper template. Checkeeper will then generate a check with all relevant fields automatically populated. Payments to the same vendor will be consolidated into a single check payment with an attached invoice table that breaks down the total. This saves everyone time, cuts down on paper waste, and improves accuracy when multiple payments are due.
Bookkeepers who manage clients remotely appreciate the convenience of check printing and mailing services through Checkeeper. Order checks to be printed at the Checkeeper fulfillment site, and Checkeeper will mail the checks for you, typically by the end of the business day. Checkeeper offers four priority mailing speeds to choose from, so that users can control the speed and tracking options for large or time-sensitive payments.
Checkeeper works with many popular accounting and payroll services, including: QuickBooks Online, FreshBooks, Gusto, Square, Xero, Odoo, and more. Linking compatible accounts reduces errors by syncing the same data across multiple platforms at once and minimizing discrepancies among account statements.
Checkeeper can be tried for free for 14 days and then adopted on an ongoing, cancel-anytime basis. A free trial unlocks all the features of unlimited check printing, and it can be a valuable add-on to other financial tools. Bookkeepers—and those businesses working with bookkeepers—can benefit from adding customized check printing and mailing to the array of payment options available.