Vector Bookkeeping

The Tech

Our Secret Sauce

The importance of streamlining your tech stack through integrations and smart system design is often overlooked. We all know that we need to carve out time to deal with systems integration and design, but we often push it down to the bottom of our to do list because “it works for now.”

That is where we come in and can save you time and money. As a standard service, we consult with all of our clients to find efficiencies through thoughtful design. Carefully taking into consideration the unique needs and circumstances of each of our clients. See our client testimonials and case studies for real world examples.

Stop putting off taking your business to a new level of automation and insight. Let us help you brainstorm a new comprehensive system that will help you scale and grow your business.

QuickBooks Online Accounting & Bookkeeping Software

As a Pro Advisor and over a decade of working experience we know QuickBooks. As an established Partner we have earned benefits that we pass along to our clients including lifetime discounts and dedicated support.

QuickBooks is our software of choice for general ledger systems with built in accounting, invoicing & payment processing, receipt capture & compliance, and financial reporting & dashboards, this system does it all. Affordable, scalable and a strong ecosystem of connected apps, QuickBooks is the perfect hub for your business accounting and administration needs.

Payroll Systems

Gusto is the modern payroll for the modern (or even the not so modern) business. A complete online payroll solution, Gusto will fill all of your payroll needs from direct deposit to state and federal tax filings. A one-stop-shop for all of your employee needs, Gusto offers more than just the basic payroll services, get your group health insurance, 401k plans, workers compensation insurance and other benefits all in one place at competitive prices.

We work with following payroll systems: Gusto, QuickBooks, ADP, Paychex, Toast, iSolved, Square, Homebase and many others.

Accounts Payable Systems for Bill Management

Transform your accounts payable with a modern intake system such as Bill.com, Melio, or Dext. With AI technology enter your bills with a single click of a button to save hours of work every week, never miss a payment again and forecast your cash needs with built-in intuitive reports so you never find yourself in a difficult cash position without warning.

Our clients process from as little as thousands of dollars in payables to millions of dollars in payables. These systems are truly scalable but remain affordable.

Accounts payable management is about more than paying your bills on time, it is about forecasting your future cash outflows and knowing when you are going to need cash in hand to keep your business running.

We collaborate with Dext, Melio, Bill.com and more.

Accounts Receivable (Customer Invoicing) and Customer Relationship Management Systems

Seamlessly integrate your Accounts Receivable (AR) with advanced Customer Relationship Management (CRM) systems to optimize your cash flow and enhance client relationships. By synchronizing AR data with CRM platforms, businesses gain real-time insights into customer payment histories, streamline invoicing processes, and automate follow-ups on overdue accounts. This integration ensures that your sales, finance, and customer service teams have unified access to vital information, reducing manual errors and improving overall operational efficiency.

We collaborate with AR and CRM systems: Service Titan for construction trades, BuilderTrend for construction trades, OwnerRez for real estate rentals, Monograph for architecture firms, CLIO for law firms and many other AR and CRM platforms.

Payment Processing Systems

In today’s world, customers want to pay in a variety of convenient ways. We work with all major payment processor systems to keep track of how you are paid and merchant service fees you pay.  Our best practices have been developed over the years through experience. You may be able to relate to how the improper integration and design of these services can create chaos in your books.

We collaborate with payment processors: Square, Venmo, Clover, Stripe, Toast, and PayPal and many more.

Secure File Transfer

The security of your financial information is important to us. We use Box.com to securely transfer files to and from our clients.

Get Started Today

Hiring a bookkeeper should save you money whether that is in direct cost savings, revenue collection or time. We at Vector are here to add value to your business not just provide a service. Contact us to get started and join our team.