Cloud Bookkeeping
Personal Touch easily connects with several accounting software platforms that you may be currently using, making data integration a breeze. This seamless integration ensures that your financial information flows smoothly in real-time, offering flexibility and collaboration.
Whether you prefer cloud-based accounting or other popular software, Personal Touch is designed to sync effortlessly. This connection includes features such as automated data extraction and document organization, as well as the ability to customize your accounting tools with third-party apps. It not only simplifies your core accounting tasks but also adapts to the changing needs of your business.
Overall, Personal Touch will serve as a valuable enhancement to your current accounting software, providing a comprehensive and user-friendly solution for effective financial management.
Accurate Up-To-Date Financial Information
Cloud bookkeeping ensures precision and timeliness in financial reporting, providing businesses with an accurate understanding of their current financial status. Real-time updates contribute to informed decision making.
Oversight from Professional Accountants
Cloud bookkeeping, paired with a professional accountant’s oversight, combines efficiency in automation with expert validation, ensuring accuracy and strategic financial insights.
Security & Error Minimization
Cloud minimizes errors in manual data entry, ensuring reliable financial records. Additionally, it enhances security measures, safeguarding sensitive financial information from unauthorized access and potential threats.
Convenient & Easy
Cloud bookkeeping simplifies complex financial tasks, offering convenience and user-friendly navigation. This is particularly valuable for businesses seeking an efficient and hassle-free approach to bookkeeping.
Paperless & Organized
Embracing cloud bookkeeping reduces reliance on traditional paperwork, promoting a paperless approach. The digital organization of financial records ensures easy retrieval and efficient data management, contributing to more eco-friendly and streamlined operations.
Personal Touch Services Provided by Momentum
| Plan | Basic | Collaborative | Premium |
|---|---|---|---|
| Monthly Price | $ | $$ | $$$ |
| Advisor Services Included | |||
| Annual (Quarterly for first year) | Quarterly (Monthly for first three months) | Monthly | |
| Broad financial health check | ✓ | ✓ | ✓ |
| Broad cash flow analysis | ✓ | ✓ | ✓ |
| Training to access QuickBooks financial statements and other reports | ✓ | ✓ | ✓ |
| Highlights on tax issues that may impact business | ✓ | ✓ | ✓ |
| Mid-level financial health check | ✓ | ✓ | |
| Mid-level cash flow analysis | ✓ | ✓ | |
| Detailed financial health check | ✓ | ||
| Detailed cash flow analysis | ✓ | ||
| Technical Services Included | |||
| Expense invoice data entry for credit card payments and other expenses | ✓ | ✓ | ✓ |
| Monthly bank reconciliations | ✓ | ✓ | ✓ |
| Monthly credit card reconciliations | ✓ | ✓ | ✓ |
| Bookkeeping and data storage and processing software | ✓ | ✓ | ✓ |
| Assistance with connecting bank and credit card feeds | ✓ | ✓ | ✓ |
| Processing of preauthorized payment for Momentum services | ✓ | ✓ | ✓ |
| Secure portal access to facilitate tax return signatures and data transfers | ✓ | ✓ | ✓ |
| Unlimited administrative email correspondence | ✓ | ✓ | ✓ |
| Back up of pdf data processed through the system | ✓ | ✓ | ✓ |
| Quarterly GST return preparation | ✓ | ✓ | |
| Continuing support with Bookkeeping and Applications | ✓ | ✓ | |
| T5 return preparation for dividends | ✓ | ||
