Cloud Accounting

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Make tax time a breeze and avoid surprise fees with our monthly accounting packages.

Are you still keeping your ‘books’ in a pile on your desk? Do you have a Quickbooks Online subscription but don't know how to use it? For a a fixed fee each month, our cloud accounting services can include: bank reconciliations, accounts payable management, payroll, 1099s, sales tax, and annual tax returns.

With a CPA involved in your bookkeeping, you get the added benefit of a monthly close that is adjusted for key tax planning items such as loan interest, depreciation, payroll accruals. You’ll always have a clear financial picture so you can quickly make key decisions. Everything is hosted securely on the cloud for your convenience.

Do you have little confidence that your bank balance in QuickBooks Online (QBO) is correct?

  • Our monthly reconciliation process is designed to not only make sure that all bank transactions are posted in QBO, but that any uncleared QBO transactions are quickly caught and resolved.

  • We’ll show you how to run reports in QBO designed to catch errors that affect your bank account balance.

Have you synced QBO with a third party app, and ended up with errors you don’t know how to fix?

  • We see this all the time! Just because you can sync an app with QBO does not mean you should. We have experience successfully integrating many apps in QBO, but we can also work with you determine if an integration is even necessary.

Maybe you have QBO and keep it up to date, but have no idea how to pull reports that provide meaningful information?

  • Your Profit and Loss for last month may look great, but do know why? If not, how will you ensure this success continues? We can help you setup comparative reports that help you quickly identify areas of growth so you can make key decisions quickly.



Work with Us!

 

Many of our clients enjoy the benefits of a fixed monthly fee. We’ll discuss your goals and come up with a plan and fee schedule to meet your specific needs. Please complete our inquiry form to schedule an initial consultation. We generally respond within 48 hours.

“After 16 frustrating years in business, and multiple accountants and tax preparers, it wasn’t until I started working with Dana in 2016 that I felt I finally had an accurate financial picture to make growth-based decisions. She has become a valued member of my team, and I fully trust her to handle my day-to-day accounting needs so I can focus on my clients!” —JEN R.

“Looking for a creative outlet, I recently purchased a retail shop in southeastern West Virginia. In my other career, I am part of a high functioning, professional team delivering excellent work product through the efficient use of technology and, at the same time, offering a genuine, supportive customer relationship. My expectations for an accountant were decidedly high. Our small business went through two other accounting firms before finding Fogle Accounting & Consulting, and we couldn’t be more satisfied. Dana is extremely competent, she’s a great communicator, and she helps me feel confident about our business’s bookkeeping practices. Highly recommend.” -JILL M.