Client Accounting Platforms

hb&k offers a full service Client Accounting Services (CAS) Department at each of our (4) locations.  These services include bank reconciliation, accounts payable and accounts receivable management, financial statement reporting, client bookkeeping and payroll.

In addition, we provide support for Xero, Quickbooks Online (QBO) and Quickbooks desktop accounting platforms and have employees both Xero and QBO certified.   Which of these programs is right for your business? Let one of our CAS Specialists help you decide.  In addition, they can also tell you about the amazing Gusto payroll and add-ons for the cloud based platforms.

See below a brief summary on each platform:

At hb&k, it isn’t about what we do but why we do it. We build relationships to better our community through supporting and guiding small businesses. That means we are always looking for tools and solutions to help our clients focus on their day job while we handle the rest. This is why we are so excited about our partnership with Xero accounting software.

Xero accounting software operates in the cloud.  This means your financial data is stored online and accessible in real time – anywhere, anytime and from any device with an Internet connection. By integrating Xero accounting software, your business is wherever you are – meaning you are able to make proactive decisions that affect business immediately rather than act reactively based on dated numbers and information.

Whether you live and work on the Gulf Coast or the West Coast, Xero and hb&k work together to work for you. Xero has transformed the way we do business.

Some of the most popular features (that will simplify your life) include:

  • Integrated Bank Feeds and Bank Reconciliation
  • Mobile Access
  • Payroll
  • Inventory
  • Manage Bills and Expenses

QUICKBOOKS ONLINE (QBO) allows us to work with clients’ books in real time, right from their dashboard.   Clients can have on-the-go access and can take their office with them anywhere.  It allows us to work with our clients through controlled access.  All data is securely stored on Intuit’s servers.

Clients are able to customize and send invoices as well as track income and expenses.  QBO allows clients to get more for their dollar by signing up as many as five users.  All upgrades are automatic and free, as  is the mobile app.  With the QBO app, you can easily sync your bank accounts and manage and pay bills.

If you have been using the desktop version of QuickBooks and you want to better understand the benefits of switching to QBO, give us a call.  We will not only go over the benefits; we will show you how easy it is to convert to a cloud based software.

QUICKBOOKS (QB) desktop version has been around for decades and is used by millions of small businesses nationwide.  QB desktop offers multiple options for tracking inventory as well as batch invoicing capabilities.  When the amount and type of service you are billing multiple clients is the same, this feature allows you to invoice them all at once.

QB desktop also offers industry-specific features for businesses that fall into one of the following industries:  General Business, Contractor, Manufacturing & Wholesale, Professional Services, Retail and Nonprofit.

Some clients just don’t want a cloud based system, if this is you, ask us about QB desktop.