Bookkeeping Services

GFT offers Quickbooks and Xero Cloud based small business bookkeeping services to help you prepare monthly and/or yearly financial statements.

Meet your new Bookkeeper

For businesses with a need for full time accounting staff or a team, discover our Managed Accounting Services.

Step 1

Introductions

Over the first few weeks, we will spend a few hours working with you, getting to know your business and learn your existing processes. We will consult with you on process improvements, errors, accounting needs and agree upon terms of services.

Onboarding

We will set you up with the most important software which will make up your financial stack. Your choice of accounting software of QuickBooks Online or Xero, along with Hubdoc for file sharing and workflow automation. Additional software may be added later on as part of your financial stack. 

Step 2

Step 3

HBD-Robot.png

Document Management

Hubdoc will automatically extract all check images, bank statements and vendor invoices from their websites. You may also upload receipts and important supporting documents to your Hubdoc account. We'll take it from there.

Month-end Close

We will publish all transactions from Hubdoc to your accounting software, reconcile your bank accounts and all other transactions from your financial stack. Once everything is ready we will send you your monthly financial statements.

Step 4

HDCertification-Partner.png
1024px-Xero_software_logo.svg.png

Step 5

Focus on Your Business

Get your financial report and focus on your business. Use the information to grow your revenues and control your expenses. Come tax time we can assist your tax preparer so you don't have to worry.

Beyond Bookkeeping

Ask about our additional services!

Bill Pay

Set up bill pay using an approval workflow and pay your bills on time to avoid late penalties.

 

Customer Invoice

Create estimates, send invoices, follow up, get paid and Improve cash flows.

Corporate Finance

Create a financial plan, test scenarios, and apply for a loan.

Technology Partners
1_Badge_Online_large.jpg
HubdocAdvancedBadge.png
Billcom_logo.png