Heartfelt CFO and Tax Services is a full service Bookkeeping and Accounting Firm, we provide our clients with exceptional bookkeeping services. Our staff of NYC bookkeepers are QuickBooks certified and have years of experience in the financial industry. Here you can find some of the top features QuickBooks or QuickBooks online provides to streamline the process.

Using QuickBooks will allow us to track your books, reconcile accounts payable and provide customized weekly, quarterly and annual reports and statements. Through years of experience our experts at Heartfelt CFO and Tax Services have found the following features extremely beneficial.

Top QuickBooks Features

Reconcile Accounts:

Reconciling accounts is an important task to make certain your accounting records match up with your bank account. In order to keep your books legitimate and properly understand where funds are being allocated, your reconciled accounts must always be correct. If your accounts are reconciled incorrectly there is a lot of room for unnecessary error.


Print Checks on Quickbooks:

Using QuickBooks to print checks for payroll or other expenses creates a seamless bookkeeping process. By printing checks through QuickBooks records are kept organized and all under the same system. Heartfelt CFO and Tax Services can manage your accounts payable by providing you with our custom payroll solutions.


QuickBooks Online App:

QuickBooks online recently developed an App available for iPad’s, iPhone and Android. The major benefits of using QuickBooks online include the following:

Benefits of Using QuickBooks Online

  • Send invoices and estimates from anywhere.
  • Manage expenses while on the go.
  • Create custom invoices.
  • Collaborate with your bookkeepers and accountants.


Add 1099 Independent Contractors:

If your business includes 1099 vendors or freelance workers, setting up 1099 employees will help save time and money at the end of the year. 1099 employees are paid and reported separately, bookkeepers can help differentiate between the two.

Are you currently using QuickBooks? If so, does your business need help managing? Luckily Heartfelt CFO and Tax Services specializes in providing custom bookkeeping services. If you currently have QuickBooks we can come in and help get your books under control, if not, we can schedule an appointment to help assess your best possible financial solution. Although we specialize in QuickBooks bookkeeping solutions we also have with many other bookkeeping programs.