Hubdoc is a cloud document management tool that thousands of businesses use to get key documents from banks, vendors, and customers to provide accountants and bookkeepers.
GBC will help you streamline your receipt tracking and document management process using Hubdoc integrated with QuickBooks Online and Xero Accounting software programs.
Goshen Bookkeeping & Consulting's client portal gives you a secure way to send us documents and receive sensitive information from us wherever you have internet access.
The availability of documents will improve the efficiency of our services and provide a more secure collaborative environment for us to work together.
You will have access to financial statements, payroll information and any other documents that you request us to "publish" to your portal in a secure online database.
At Goshen Bookkeeping & Consulting, we use Acuity Scheduling as our scheduling tool for clients and prospects to schedule appointments with us. This eliminates the back and forth emails and time zone issues of trying to determine the best schedule for everyone.
We integrate Acuity Scheduling with our conferencing tool Zoom for virtual meetings. You get access to our calendar to book your own appointment that works for your schedule.
Want to get your own paid acuity account? Save some money using our referral link.
Here at Goshen Bookkeeping & Consulting, we use Zoom to manage all of our conference calls with clients and prospects.
We can screen share with you or vice versa to troubleshoot your issues and answer any reports questions you may have.
We integrate Zoom with our scheduling tool Acuity Scheduling so all of your scheduled appointments come with the conference call numbers and links.
Asana makes it easy for the Goshen Bookkeeping & Consulting team to respond to your requests and questions on the go from any device.
It also gives you the ability to stay connected with us throughout your engagement eliminating the back and forth email chain. If you know how to use text messages or Google Hangout, Asana is easy to use.
Want to get your own paid account? Save 10% of an annual subscription.
Goshen Bookkeeping & Consulting takes extra precaution to protect the data you share with us. Therefore, you will receive a request from LastPass (our preferred password manager tool) to send us the list of account login information we need to provide service without interruptions.
Don't email your login info list to us. Sign up for a LastPass Account.
Goshen Bookkeeping & Consulting is an approved accountant partner of Expensify, helping clients manage their receipts on the go with less friction.
We can help you set up the system, integrate it with Xero or QuickBooks Online, and train you and your team on how to use it.
Save 15%-20% of your plan using our code “goshenbookkeepingcc”.
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Use the below button to pay the invoice via ACH for the services we provided and emailed to you.