Accountant partnership opportunities
The Bottom Line: Enhancing Accounting Success
Our services are grounded in time-honored accounting principles, ensuring reliable and thorough reporting. We aim to keep the client’s general ledger both accurate and complete, paying close attention to detail to ensure every transaction is correctly recorded. This approach not only meets immediate payroll needs but also supports the overall financial management of the business, maintaining its readiness for audits. Our dedication to accurate and transparent reporting reflects our commitment to meeting our clients’ needs effectively.
Simplifying your clients lives
Access to custom reports
Gain direct access to isolved for a comprehensive collection of payroll reports, tax returns, and year-end documents, streamlining your financial review and audit processes.
General ledger creation
Development of bespoke general ledger templates to guarantee precise integration with each client's accounting system, ensuring accuracy and reliability for accountants.
Quickbooks integration
Seamlessly connect with QuickBooks Online for automatic transfer of payroll journal entries directly into your QuickBooks account with each payroll cycle. This direct integration streamlines your accounting workflow, ensuring timely and accurate payroll data synchronization for optimal financial management.
Categorized tracking and reporting
Client accounts can be tailored to monitor and document expenses by location, department, job, or any other criteria for wage and tax distribution, facilitating optimal management of business expenses for accountants.
How accountant integrations work
Our comprehensive accountant integration process effortlessly links your financial workflows, significantly simplifying payroll operations and expense management for a smoother experience.
Connect
Accountants seeking to forge a valuable partnership are invited to contact Paper Trails to discuss setting up general ledgers, integrating with QuickBooks, or gaining access to the payroll system, and we'll tailor our services to meet their precise requirements.
Test
If an integration to Quickbooks or other system is required, Paper Trails carefully validates this integration. Once live, accountants have access to essential tools to ensure that their clients processes are precisely tailored to meet their unique needs.
Collaborate
Throughout our partnership, Paper Trails ensures delivery of accounting, tax, and year-end reports. Alternatively, accountants can directly access the system at their convenience to retrieve all necessary documents for conducting thorough reviews and audits.
Let’s work together.
Real businesses. Real solutions.
Dr. Tim Coffin, Slocum Chiropractic
