RECOMMENDED SOFTWARE
Empowering our clients with the tools they need for financial success.
We understand that time is a precious resource, especially when it comes to managing your finances. To empower our clients with the tools they need for financial success, we’ve curated a collection of cutting-edge software solutions designed to streamline your operations and simplify your tech stack.
Why Trust Our Recommendations?
As accounting professionals, we’ve explored the digital landscape to find solutions that align with our commitment to excellence, reliability, security, and user friendliness. We utilize the software featured on this page each and every day. Contact us to get started with these platforms through Shepherd.
Purpose: QuickBooks Online is designed to streamline bookkeeping and accounting tasks.
Why We Recommend It: QBO is a reliable companion for maintaining accurate financial records. It offers a user-friendly experience, allowing you to focus on growing your business while it takes care of the financial details.
Discount Available: 30% discount for the first 12 months.
Purpose: ADP ensures accurate and timely payments while handling the complexities of payroll processing.
Why We Recommend It: ADP simplifies payroll management with its easy onboarding, tax automation, and industry-leading compliance measures. By eliminating manual tasks, ADP allows you to ensure accurate calculations and filings while providing peace of mind and efficiency in managing your payroll.
Discount Available.
Purpose: ADP ensures accurate and timely payments while handling the complexities of payroll processing.
Why We Recommend It: ADP simplifies payroll management with its easy onboarding, tax automation, and industry-leading compliance measures. By eliminating manual tasks, ADP allows you to ensure accurate calculations and filings while providing peace of mind and efficiency in managing your payroll.
Discount Available.
Purpose: Bill.com is your partner in bill management and seamless payment processing.
Why We Recommend It: Offers advanced security features to protect your financial data and seamlessly integrates with both QuickBooks Online and Desktop, ensuring a smooth and secure accounts payable process. With automation, you can save valuable time, reduce errors, and focus more on your core business activities.
Purpose: Wholesail creates a platform for and systematizes turning over A/R.
Why We Recommend It: Wholesail provides comprehensive features for accounts receivable, including enhanced turnover, autopayment options, credit card fee passthrough, and customer portals. By leveraging its innovative technology, Wholesail can help improve cash flow, increase profitability, and strengthen customer relationships.
Discount Available.