BASIC BOOKKEEPING FOR CONNECTWISE MANAGE USERS
Managing your bank account on a weekly basis may not be your cup of tea. Managing credit card transactions and categorizing them can be equally agonizing.
We can help
Visionary 360 offers basic bookkeeping for IT service providers who use ConnectWise Manage. We become an extension of your company as your accounting department.
- Weekly bank and credit card transaction categorization.
- Weekly entry of available customer payments.
- Full bank and credit card reconciliations each month.
- Delivery of financial statements each month.
Accounts payable is no longer painful using our services.
- Bills entered, categorized and synced with your accounting system.
- Online approval process to ensure only verified bills are paid.
- Checks (and electronic payments) delivered without you stuffing an envelope or signing a check
No more forgetting to send invoices
- Scheduled invoice creation and delivery to your clients.
- Approval process keeping you in the loop.