Bookkeeping Services

Focus On Your Business, Not Your Books

As business owners ourselves, we know that time is our most precious resource.  As a tech-focused firm, we’ve partnered with Digits and FinancialCents to make our bookkeeping services as easy and informative for our clients as we possibly can.  All of our bookkeeping services are reviewed by Licensed CPAs that specialize in financial accounting so you have peace of mind that your books are in the hands of experts.

Integrated Systems:

We connect the analytics systems directly to QBO to capture 100% of your business’s data.

Custom Dashboards:

We tailor our reports to focus on the metrics that matter most to you.

Reviewed by CPAs:

All financial statement packages for our clients are reviewed by multiple CPAs before issuance so you can be assured your numbers are correct.

Here’s a glimpse of what your experience looks like as one of our clients utilizing Digits for monthly reporting.

Step 1:

Easy Email Login

No more remembering passwords; Digits uses a secure email login to access your portal.  Simply put in your email address and a login link will be sent directly to your inbox.

Digits Login

Step 2:

Revenue Insight

With the help of Digits’ backend analytics, our clients can peer deeper into where their revenue is coming from without the need to log into their accounting system.

Revenue by Category

Step 3:

Expense Insights

Wondering where all your money is going?  Diving into the details has never been easier.  See your top vendors, largest expense categories, and transactions in one easy to digest location.

Step 4:

Performance at a Glance

We customize each client’s dashboard to show you the metrics that you care about the most.  No more manual calculations of burn rate, cash on hand, or overall profitibility.  Each graph is interactable to let you see exactly how each metric is calculated.

Bookkeeping Analytics

Step 5:

Built In AI Assistant

See a KPI or analytic included on the dashboard and you aren’t sure what it is or just need some clarity?  Every client gets their own AI assistant that can answer questions directly about your own financials!

Digits AI Chatbot

Simplify Your Finances with Digits

Real-Time Financial Reports

Don’t just take our word for it.  Here’s a video directly from Digits themselves explaining how they are helping CPA Firms like ours to provide more value to our clients through their financial reports!

Still not convinced?  Read about our Streamlined Client Experience

We know that responding to our requests can be a pain, that’s why we’ve tried to make the request process as easy on you as possible.

All Requests In One Place:

Gone are the days of losing our requests in your inbox.  With FinancialCents, all requests are centralized in your dashboard.

Secure Client Dashboard:

Whether you need to send us a message, upload documentation, or clarify some transactions, all of that is handled through your FinancialCents Dashboard.

Streamlined Interactions:

Automated reminders for open items help keep you on top of our requests so we can provide monthly reports as soon as possible.

Here’s a glimpse of how we’ve made responding to our questions as easy as possible using FinancialCents.

Step 1:

Secure Passwordless Login

Similar to how you access your Digits portal, FinancialCents utilizes a secure email login for your dashboard.  Simply enter your email address and a login link will be sent directly to you to access the portal.

Step 2:

Communication With Our Team

If we happen to need anything from you, you will receive an email notification that will clearly identify our requests.  

Step 3:

Client Dashboard

Once logged into FinancialCents, you’ll see all your open and completed requests in one place.  Documentation or responses can be uploaded directly to the request, and you can use the chat window to send a message directly to our entire team.

Step 4:

Easy Transaction Review

Gone are the days of using excel spreadsheets to answer transaction questions.  Instead, any transactions that require your input are sent to your FinancialCents dashboard.  Simply fill out the memo box with what it was for, and push your response back to our entire team.  It’s that easy!

Contact Us

Info@markoff.cpa
919-213-0081