Ledgers
- QuickBooks Online
- Xero
- Zoho Books
- NetSuite, Sage and other ledgers on request
Other tools
- Ecommerce and marketplaces: Shopify, Amazon Seller Central, WooCommerce, and settlement tools such as A2X.
- Payment gateways: Stripe, PayPal and Square.
- Bills and receipts: Dext, Hubdoc and Bill.com.
- Payroll and expenses: Gusto, ADP, Expensify and Ramp.
- Shared folders: OneDrive, Box, Dropbox and Google Drive, with access set up by your firm.
- Schedules: Excel and Google Sheets.
- Communication: Slack, Microsoft Teams, Zoom and email, on your firm’s channels.
If your firm uses a tool not listed here, tell us on the scope call. We learn new tools quickly, and we document how your firm uses them in the checklist.
Offshore QuickBooks Online bookkeeping
Offshore QuickBooks Online bookkeeping and close from a QuickBooks ProAdvisor Platinum firm: bank rules, classes, clean-ups and month-end reconciliations.
Read more → SoftwareOffshore Xero bookkeeping
Offshore Xero bookkeeping, reconciliations and close from a Xero Certified Partner, for US CPA firms, Singapore practices and their clients.
Read more → SoftwareOffshore Zoho Books bookkeeping
Offshore Zoho Books bookkeeping and close from a Zoho Authorized Partner. ProLead's NeX vertical implements Zoho; the Hub runs the books.
Read more →General information only, not legal, tax, audit or professional-conduct advice. Rules, standards and software features change, so confirm the position that applies to your firm before you act. See our disclaimer.
