Online Tools

Accounting Software

QuickBooks Online and Xero are both excellent portals for working with a virtual bookkeeper. Online accounting software enables you to delegate responsibilities and update your finances in real time, from anywhere. Wave, Zoho, and FreshBooks are examples of other online accounting software options. Each vary in interface, cost and capability. We can find the right fit for you together.

Merchant Services

There are a great many ways to process customer transactions online (PayPal, Shopify, Square, ...). Whichever you choose we can integrate your merchant service provider with your online accounting software to automatically import your transaction data and streamline your accounting processes.

Document Imports

We can use cloud document services to share documents, collect receipts, bills, bank statements, etc., and automatically export them to your online accounting software. Zephyr can be linked to your account so you no longer need to spend time scanning and emailing documents by hand. Go truly paperless and skip the data entry. We highly recommend the use of services such as Hubdoc for any client with more than 3 accounts.

Customize with Apps

Other online business applications seamlessly work with each other and your accounting software: authorize payments online, track professional and employee hours, track expenses, manage projects. We can customize which apps work best together for you and what the benefits they can provide to your business.

Webinar Training

Using GoToWebinar, Zephyr can provide you and your company with personalized training, complete with desktop sharing so that attendees can follow along as they learn to use a software. Ask questions verbally or with chat. Webinars are an interactive training tool that can get the job done for a fraction of the cost of on-site training.