woamn frustrated with paperwork

There is only so much time in a day, week, or month. Performing financial tasks requires a good deal of skill and a whole lot of time.

So many small businesses are started from a strong passion and a desire to do something that the owner is passionate about. We are fortunate to have so many of those businesses as our clients.

However, running a business requires more than passion and drive. It demands time and effort to both manage and grow the business. The sales and support side can be done by most SMB owners, but often times the accounting and financial skills are not naturally present. Failure to perform these financial tasks can negatively impact the growth of the business.

Managing cash flow is more than just managing your bill payments.

Utilizing  an online bookkeeping service assists SMB’s knowing where they stand from a cash flow prospective. Because so many SMB’s operate with small reserves, the question that they need answered daily is “How many days of cash do I have available?” This can be a very difficult answer to reach as businesses are transaction driven with deposits coming in and expenses being paid. So, what’s the answer?

The answer lies in online automated bookkeeping services that are being built specifically for SMB’s that are designed to analyze cash flow and monitor how the business is performing. By capturing your bank, expense and revenue data, these systems can create an extremely accurate picture of what the current cash flow looks like and tell you how many days of cash your business has.

You need more than a bookkeeper to perform financial tasks.

cartoon image of a woman with glassesGrowing the business should be first and foremost on a business owner’s mind yet the day to day financial tasks consume a large amount of time. We understand these constraints and built Expex, and Carly, with this in mind.

Carly is the last bookkeeper you will ever hire and as such, she provides small businesses with complete financial visibility, insight into cash flow, and the ability to operate their businesses more efficiently, with improved profitability and cash flow.

Carly delivers QuickBooks users with a dashboard and tool set that automates their entire internal accounting and bookkeeping requirements, which is often still managed primarily in a paper-based environment. The application goes far beyond bookkeeping and provides users with the ability to operate their businesses more efficiently, with improved profits and cash flow. Carly thinks and acts like a bookkeeper. Carly can…

  • Automate tasks like paying bills and managing cash flow
  • Reconcile bank and credit card accounts
  • Deliver smart alerts for tasks you need to take care of
  • Provide financial visibility 24/7
  • Lower your cost of managing your finances
  • Reduce your risk of fraud
  • Manage your cash flow
  • Prepare and deliver monthly financial statements including P&L, Balance Sheet, and Statement of Cash Flow.

Carly is a bookkeeper – only smarter, faster, less expensive and more secure than traditional bookkeepers.

Does your bookkeeper or accounting firm do all this this for you?

If you want to automate your bookkeeping and performing financial tasks while trying to grow your business, turn to Expex in Schenectady, NY. Our accounting technology will help you track your expenses and revenue, perform bank reconciliations, and keep your financial accounting up to date. Contact us for more information about our services or call today at (518) 389-2305 to discuss your needs.

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