Getting Started

We make the transition EZPZ!

The truth is, new clients often worry about switching their accounting – after all, your books are the backbone of your business. Which is all the more reason that if you are looking at making a change, you are likely well-overdue! This is understandable because it is human nature to resist change. Most of us fear change for rational reasons; we have made changes in the past that have not worked out, so we have a fear of failure. At EZPZ we have a systematic approach to onboarding new clients that takes away all of the efforts on your part. Let EZPZ do all the heavy lifting – ZERO pain and discomfort guaranteed! Change is hard – we make it easy! Be up and running with full access to your account within 48 hours.

Simple (EZPZ) Steps to Onboarding

Service Agreement, and payment
Access to Accounting Data
Outstanding Documents – mailed or scanned – Domestic PO Box
We help you submit any necessary address changes for invoicing
Digital data entry and system setup
Realtime access to all documents online within 48 hours
24-hour service response team access

QuickBooks Online

Our team is trained to manage your accounts on the world’s most widely used platform. With multi-layer protection of your data, read-only access to your banking, and strict privacy controls, you are assured total privacy and security.

We use it because QuickBooks Online is the best and it provides business owners with a convenient remote access option. You or a designated representative can log in to your QuickBooks account from any web browser, which gives you powerful access to information on the go. It provides:

Better shared access to data
No software or local data to manage – no upgrades or release updates
Easier app sync with nightly automatic downloads
No backups and your data is secure on Intuit servers
You can automatically send invoices and statements
You can automatically send reports
Bank and credit card transactions download nightly
And many more…

Competitive Custom Pricing Model

Book a quick demo to discuss pricing. We offer quality accounting, bookkeeping, and advanced financial solutions customized to fit your needs… so we want to understand your business and your requirements to create the best plan for you. The bottom line is, we guarantee a quality solution for up to 50% savings off in-house solutions and other US-based outsourcing.