Forum Discussion

TNTasks's avatar
TNTasks
Contributor 3
2 months ago

What is a accounting service you would recommend for a solo operation?

I own and operate a repair services company and work solo. No employees. I hired a accounting service, but I don't feel like I'm getting good service. Plus they don't have any way for me to track reports for invoices, transactions, expenses etc. I feel like I'm flying blind here. The main reason I wanted their service was for tax prep, and they came recommended from ZenBusiness. I am doing most of the work without really having any report or spreadsheet to look at. Jobber does a lot of heavy lifting with reports, which is great, but I'm not sure how to incorporate Jobber with my current service. 

Obviously there is Quickbooks, but what is a accounting/tax service that you would recommend for my situation? And are there any services that work well with Jobber? 

accounts payable
accounts receivable
financing
profit margins
  • DiamondDave's avatar
    DiamondDave
    Contributor 2
    2 months ago

    I own Diamond Fence in Utah and we use Aspire 3PA.  They are based in Utah but can service the entire country.  They integrate with Jobber and QuickBooks Online and do a fantastic job keeping and maintaining our custom books for our fence company. We get monthly reports and year end reports ready to be delivered to our tax team.  We also have a weekly reconciliation call (if needed) to ensure all transactions are captured and properly classified. They also handle all our payroll, state reporting, and year end 1099s.  The pricing is very competitive and allows us to focus on our business and leave the books to them.  Give them a call at 801.876.5445 or check out their website at Aspire3pa.com.  Use referral code DIAMOND for 20% off your first 3 month.

    • TNTasks's avatar
      TNTasks
      Contributor 3
      2 months ago

      Thank you for the recommendation. I will look into their services and see if they will fit with what my company needs.

  • FredHodgeJr's avatar
    FredHodgeJr
    Jobber Ambassador
    2 months ago

    I personally believe that QuickBooks remains essential for every business owner. We have ours integrated with Jobber, which streamlines our operations. If you're looking for expert assistance, I highly recommend hiring a professional, bestdamnbookkeeping.com is a great resource.

  • cpa1's avatar
    cpa1
    Contributor 2
    2 months ago

    Hi there I sent you a message but will post here as well in case other users are looking for assistance. I own Coastal Accounting LLC based out of Maryland. Currently we help a couple companies with Jobber/QuickBooks Online integrations and their accounting needs such as weekly/monthly/quarterly/annual reporting, tracking and adjusting WIP, bank/credit card account reconciliations, etc. We are always looking to add Jobber users to our list of clients! You can email us at: admin@coastalaccountingmd.com