Cloud-Based Accounting Software

Cloud-Based Accounting Software

Berkowitz Pollack Brant’s Accounting Intelligence affiliate provides cloud solutions and accounting operations services to growing businesses.  We help entrepreneurs and expanding companies with the details of bookkeeping, financial analysis and planning by using a combination of innovative technology and experienced accounting professionals. By providing value-add analysis we become a trusted business advisor to our clients.

Our goal is to leverage technology to improve systems, automate processes, and generate useful information that advance businesses.  We train, coach and support our clients while building trust to become an integral part of their team. Our virtual nature allows us to easily service clients all over the United States.

Accounting and Bookkeeping Services

Cloud-Based Accounting Software

We extensively test and implement industry-leading systems to assist clients in making the best choice for their businesses. We perform all of the setup and, because it is all hosted in the cloud, it is available and up-to-date.

Our accounting professionals are Quickbooks Certified Online Proadvisors and Xero Certified Advisors.  The software automatically backs up data online, has the same security and encryption controls as banks and financial institutions, integrates with available applications, controls user access and provides customizable reporting.

In addition to software support, clients receive a dedicated account manager, monthly bank and credit card reconciliation, accounting and monitoring, storage and attachment of electronic documents, accounts payable reporting and unlimited email/phone support.

Access Financial Information in Real Time

Direct daily bank feeds create up-to-date financial information and remove the long wait time associated with traditional record keeping.  Cash balances and other important information is available on a dashboard on any computer, tablet or phone and is accessible around the world.

Specialty applications such as payroll, point-of-sale and bill pay systems seamlessly incorporate with accounting and banking systems bringing small and mid-sized businesses simple online bill payment, custom invoicing services, unlimited document storage, workflow collaboration and the ability to access their back offices from anywhere via any mobile device.  It provides an invoice approval control process and pays from an external processing site.

Point-of-sale systems provide payment processing, management tools, customer management and customer service for a retail establishment.  These POS applications:


Accounting Intelligence Services

The monthly fee includes the following services:

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