Back to the Future with Accounting Systems

Get time back by taking your accounting and finance systems into the future.  Spend that extra time doing what you enjoy most.  Wilson Toellner CPA has experience diagnosing individualized needs and recommending, implementing, and using technologies to automate your accounting and finance processes.  The technologies our accountants in Mid-Missouri use the most to reduce time spent on finance and accounting are QuickBooks Online, Receipt Bank, Bill.com, and T-Sheets.



QuickBooks Online has smart, automated features and is accessible from anywhere on any connected device.  Online access means you can take your office with you anywhere.  With the QuickBooks Online dashboard, you no longer need to spend time running reports to get an understanding of how your business is running.  With bank feeds, bank and credit card transactions are automatically downloaded and categorized – no more manual entry.  Don’t want to chase paper around any longer?  Snap photos of your receipts and attach them to the right transactions.  With access to over 400+ integrated Apps, QuickBooks Online can help overcome unique business challenges. 

Receipt Bank revolutionizes the collection of expense documents, providing you with the technology to send any receipt or invoice to QuickBooks Online as soon as you receive them.  Simply snap a picture using a mobile device and the rest is automated.  Receipt Bank makes employee reimbursement effortless by collating expenses into easy-to-handle expense reports that can be approved and then sent to QuickBooks Online.  Receipt Bank can also be your document management system for receipts and invoices.  No more looking through files to locate a receipt or invoice, they are all at your fingertips in Receipt Bank.

Bill.com eliminates the back and forth of a bill payment process and simplifies the process from start to finish.  Bills can be imported directly from Receipt Bank or emailed directly to your Bill.com inbox – eliminating the need to open mail.  Choose a due date when the bill is entered and you will be reminded when bills are due.  No more file index folders by date to sift through when bills come due.  Review and approve invoices to be paid at any time, from any connected device.  Choose to pay vendors electronically through ACH or by check and with the click of the “pay” button, Bill.com sends payment.  No more writing and signing checks unless it’s absolutely necessary. 

T-Sheets allows clocking in and out, reviewing, editing, and approving of hours from any Android and iPhone device.  This information syncs automatically with QuickBooks Online making payroll hour transfers seamless.  Coordinate teams with precision using GPS location tracking, which allows you to see who’s working and where.  T-Sheets creates comprehensive employee schedules and allows for updates from anywhere in real time.



How much time will these systems save you? Our accounting firms in Central Missouri are excited to find out and to help you implement them so you can have more time to do the things you love. For more information, please give us a call today. Our phone numbers are listed below.

Written by Katie Swanson, CPA, CVA


Our Success Stems From Your Success
For tax preparation services you can count on, call:


Sedalia -- (660) 827-4990
Marshall --  (660) 886-6815
Camdenton -- (573) 346-6822
Lake Ozark -- (573) 964-5739

Check out our website: www.WTCPA.com

Follow us on:

Popular posts from this blog

Regarding Extended Income Tax Returns

Get To Know The Wilson Toellner Team

An Update on the 2021 Filing Season