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If you’re switching bookkeepers or in the process of looking for one, it’s important to know what information they need to do their job the best they can. Unlike an accountant, who doesn’t need to know every little thing about your business, your bookkeeper needs EVERYTHING. Yes, we mean everything. We made a handy list for you to use as a reference for when you prepare these documents for your bookkeeper. 

The best thing any business can do is simplify and consolidate all their work into more manageable and efficient loads. This can seem like an impossible task but there are ways to do so, and we have the answers! Why overwork yourself when there are tools for you to use that will keep you motivated and energized during the work day instead of burnt out and dragged down? Below are four online tools every small and medium-sized business should utilize for maximum productivity and efficiency - we use/have used all of them!

Expensify.com

Are you afraid of moving to the cloud? With technology so prevalent these days, it’s easy to overlook the safety and security of your business’ private information. The good news is you can rest easy knowing that QuickBooks Online (QBO) utilizes the same level of security as your banks, credit card companies, and other financial institutions. Because QBO is a Cloud Accounting Software, that means all your business’ information will be stored securely, safely, and reliably.

Some people may question the reliability and security of the cloud, but their worries should disappear knowing that an estimated 86 percent of companies use not only one cloud storage system, but many.  

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