Alexandria, VA CPA / Berry Group CPAs
Client Portal:  

Using a platform called Real Time Bookkeeping (RTB), we can use the Desktop version of QuickBooks to manage your accounting operations. The Desktop version of QuickBooks is more robust than the online version, providing many more financial reporting and data management features. The RTB platform allows you to have a full paperless system. You can attach PDF images to all transactions (i.e., copies of vendor invoices, copies of checks received), and you can also manage all sorts of business documents such as agreements, tax records, etc., all in a paperless environment. 

Our Process ... simple as 1, 2, 3.

Step 1: 

 

You scan and upload certain documents to our secure online Website . You also give us permission to read all your banking, credit cards, and investment transactions directly from the service providers.

 

Step 2:

 

We process the information using Real Time QuickBooks. This process may include the following: cash receipts processing, cash disbursements processing, payroll processing, monthly/quarterly reconciliation of your "key" general ledger accounts.

 

Step 3:

 

When we have finished closing of your books, your financial records will be up-to-date, and you can run customized management reports Online from virtually anywhere in the world.

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