Cloud Bookkeeping

In order to ensure that our clients receive the best bookkeeping services possible, Profit Financial Services utilizes QuickBooks Online (QBO) for small to medium sized business bookkeeping requirements.  QBO is the most popular and effective cloud-based bookkeeping software package available on the market today. Our firms bookkeepers are certified QBO ProAdvisors; our financial services experts will teach you to effectively use QBO for your business operations, or we’ll free up your valuable time by managing it for you, so that you can focus on servicing your clients and growing your company.

  • QBO offers the following features necessary for the success of small or medium sized businesses in Cambridge, Hamilton, Brantford and surrounding regions:
  • Download, categorize, and reconcile bank and credit card transactions.
  • Track your expenses online (even record expenses via photographs).
  • Process QuickBooks data to generate monthly financial statements.
  • Create custom invoices with your company branding and the fields you need.
  • Email invoices and accept online and mobile payments.
  • Pay employees online.
  • Connect to your apps and sync data.
  • View your profits and losses, balance sheets, and dozens of other reports.
  • Record and pay bills from vendors (even schedule recurring payments).
  • Do financial tasks on the go with apps for iPhone, iPad, and Android.
  • Access for up to 5 users, and automatic daily bank-level security backups.

Please contact the bookkeepers at Profit Financial Services today to learn more about our cloud bookkeeping services!

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