Personalized accounting and tax preparation apps as low as in Chehalis, WA

Banks and Credit Card companies all have online functionality that allows account holders to download client transactional information into a CSV file. This bulk downloaded transactional information includes all the data needed to prepare any kind of financial report except a chart of account name for each transaction.

 

What if you could do your taxes (Schedule C, E, F, etc.) and prepare budget and/or p&l reports by simply copy/pasting bulk transactional information from those CSV files into a personalized spreadsheet and then add a Chart of Account Name (either manually by selecting from a drop down list or programmatically) to each transaction after which you would be able to immediately preview reports and, if you like them, print them out or email the link to anyone who needs to see them? If you don't like the way the numbers look just go back and make the necessary adjustments. Boring tasks that always take days or weeks are now finished in a few minutes.

 

The link to access an online form for requesting your personalized demo is listed below.

 

https://goo.gl/cJXcma


 




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