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?
Acorn Integration?
We use enhancify. We considered Wisetack. However, we require down payments and don't like that payment gets released after work gets completed. We stumbled across Acorn and saw they integrate with HouseCall Pro. On their quotes, they offer a monthly finance rate the customer could get if they used Acorn (estimated rate of course). Is this a possible integration in the future, or is there something similar? tia
Receivables conundrum
Hello Fellow business owners. I have run a successful Cosmetic Restoration Company for almost 3 1/2 years. I am strictly BtoB and never deal with home owners directly. Generated jobs has really never been an issue. Getting paid for them in a timely fashion has been. It quickly becomes a cash flow issue , namely employees and the government always want there money up front , with my client payments lagging. I am interested in the strategies that this group uses to get paid quicker without causing conflict that may jeopardize client relations
Taxes for Line Item over 5k
When we have any 1 item that is over 5k we are given a tax break on the county surtax. Is there anyone here that is invoicing with this tax break? How do you go about adjusting the taxes and invoicing? QB adjust the tax amount automatically, but Jobber does not, and we prefer to invoice through Jobber.
