Connect Your Checkeeper With Your Bookkeeper

Dawn
Jul 17, 2024

Accountants and bookkeepers are very familiar with automating tools for financial management, and they depend on them for many aspects of their work. Thousands of bookkeepers use online software tools to issue custom check payments for their many clients. If you are working with a bookkeeper, or are considering contracting a virtual bookkeeper for assisting with some of the more time-consuming and complex financial management tasks, connecting your bookkeeper to your Checkeeper will streamline the entire payment process and save everyone time and money.

Granting your bookkeeper access to Checkeeper allows bookkeepers to more easily:

Create and issue customized business checks on your behalf

No matter how many clients your bookkeeper has, she or he can issue completely unique, customized checks on behalf of your business through your Checkeeper account. Create a desired layout, upload your color business logo, and save the template to be used as the default design for your business checks. Your bookkeeper can print checks on the check stock of your choice, if you have a preference, with the design elements and specific check fields you designate. You can also save an uploaded signature if needed for issuing payments.

Manage the check registry for more efficient records

An online check registry is much easier to access and research than physical check registries and paper ledgers. Your online check registry is a tool available to both you and your bookkeeper simultaneously—regardless of where and when you each work—and it keeps organized, complete records of every check payment created. You can oversee the check registry when needed, while your bookkeeper can use it to reconcile accounts, research previous payments, and create documentation when it is time to share with an accountant for tax preparation. The online registry can be searched on demand by any check field to locate a payment, and it can be printed, downloaded, or exported in full when you need a complete history of check payments issued.

Order checks to be mailed for you

When you want your check payments mailed for you, Checkeeper offers complete outsourcing options to have checks printed and mailed directly from the Checkeeper fulfillment site. Authorize your bookkeeper to order checks printed and mailed, and most payments will go out within the day. Have an unusually large order of checks needed for refunds or rebates? Have a lot of paychecks that need to be printed in a batch quickly? Checkeeper can handle check orders of any size and have them sent to recipients or directly back to your office according to the priority delivery option of your choice.

Work remotely

Many companies save money by availing themselves of the services of virtual bookkeepers, which often costs far less than full-time, in-house hires. Virtual bookkeepers can keep check payments issued efficiently and seamlessly by connecting to your Checkeeper account, which goes wherever its users do. Online, cloud-based, and mobile, your remote bookkeeper can access the account from any device and any location. Online check printing and mailing software keeps everyone connected and accountable and on the same page with real-time data updates, and Checkeeper integrates with many other widely-preferred automating software tools for business, making data management a streamlined, simplified process.

Consider some reasons many business owners share access to their Checkeeper account with their bookkeepers:

·       Easy to do

·       Streamlines the bookkeeping process

·       Adds accountability and transparency to the payment process

·       Allows checks to be issued remotely

·       Provides secure access to check-printing and mailing features

·       Elevates the professionalism of business checks

Connect your bookkeeper to Checkeeper without fees

Checkeeper offers unlimited check printing all month long, and it allows you to add multiple users without additional cost. Simple instructions can help set you up and enable you to delegate some of the important bill-paying to an on-staff or remote bookkeeper.

Bookkeepers can lend professionalism, expertise, and efficiency to the financial management, and most are already familiar with online check printing and mailing. Connecting them to your Checkeeper account is straightforward and affordable, and it can take a lot of work off everyone’s desks.