Recommended Partners, Tools, & Technology
Gone are the days of paper trails and manual entries. Specialized Accounting embraces accounting and tax software, builds automations, and leverages workflows for better efficiency and real-time data. Here are our top recommendations to help make life easier for business owners and fellow bookkeepers or click below to learn more about how we integrate these tools with our accounting services.
Bookkeeping Firm Management
Hands down our favorite business to recommend, Double is the definition of innovation, constantly improving and looking for new ways to allow bookkeeping firms to better serve their clients through processes, automation, and systemization.
Business Banking
Relay’s online banking and money management platform puts you in control of cash flow.
As bookkeepers, we love partnering with a bank that provides the level of detail needed to help protect your books in case of an audit. Not only does Relay do all that, but it allows us to help their clients with cash flow management in ways other banks can only dream of.
Billing and Payments Solution
Anchor is an automated billing & collections solution that ensures you always get paid on time, effortlessly. Anchor changes the old, manual way invoicing, collections and reconciliation are done, by solving the problem before it even begins, at the agreement stage.
Business Phone
Quo, formerly OpenPhone, has changed the way that businesses can communicate with their clients. If you are seeking a collaborative approach for your team to serve a wide host of clients, look no further than Quo.
Corporate Credit Card
Want to give your employees spending power while avoiding theft and overspending? Ramp’s credit card management tool lets you set budgets, control spending, pay vendors, issue virtual cards, and track expenses in real time. Combining corporate cards with best-in-class finance operations software, Ramp is the only all-in-one solution designed to help finance teams and businesses of all sizes save more money. The best part? It’s free and easy to use!
Start with Ramp today and earn $500 * at our exclusive link!
*See terms for details.
Enterprise / Task Management
For the tech-savvy startup that’s looking for an all-in-one place to manage tasks along with intake forms, automations, communication, and collaboration, this software does it all! Be sure to have a plan for how you’re going to build this system; it’s easy to unintentionally make your workspace too complicated. However, if used correctly, ClickUp is one of the most powerful tools on the market.
Financial Reports
Money Management
Monarch simplifies finances by bringing all your accounts together into one clear view. Always know where your money is and where it’s going, achieve your goals quicker, and collaborate with your partner or professional at no extra cost.
Track, budget, and feel good about your money with Monarch in your corner.
Managed IT and Security Services
IT-Tech offers full-service managed IT solutions designed to boost productivity and efficiency while making your business more resilient against cyber threats.
Payroll Platforms
For businesses concerned about making sure Uncle Sam is satisfied and has no reason to come breathing down your neck, Gusto is the payroll platform for you! With amazing self-service options for employees, templates for onboarding, payroll tax management built in, and an entire host of other features, you will not be disappointed with Gusto.
Tax Management Software
An all-in-one tax practice management software, TaxDome is an integrated platform to automate handling your tasks, clients, team, tax prep and more!
Commercial Brokerage and Consulting Firm
The Intrepid Group is a full-service commercial brokerage and consulting firm specializing in RV parks, campgrounds, glamping resorts, motels, hotels, and hospitality assets nationwide. They are committed to the highest degree of accountability and transparency with unmatched expertise in consulting, brokerage, acquisition, management, and development.
Our Preferred Accounting & Bookkeeping Partners
We love serving all clients, but there are a few industries where our colleagues will really knock it out of the park for you!
Bookkeeping for Churches
Good Shepherd Bookkeeping Solutions empowers churches, ministries, and small businesses with financial strategies, processes, and resources to fulfill their calling with excellence. They began with one goal in mind: to see your ministry or small business thrive. Their experience and expertise come from years of working with ministries and helping them do well in the area of financial management and processes. They help churches & ministries focus on mission rather than money.
Bookkeeping for Non-Profits
Nonprofit Bookkeeping helps Executive Directors transform financial uncertainties into successful, mission-driven results. By creating accurate and insightful financial records, the financial information can be utilized to develop customized reporting that tells a focused story and informs the Board and Donors on how funds are being managed to achieve the Mission and show the impact of the organization. They assist in strategic financial decisions and implement efficient processes that allow Leaders to focus their efforts on promoting their programs and building relationships with Donors.
Bookkeeping for Property Managers
Lionshare Bookkeeping helps small businesses in the property management, private equity, rental property, fix-and-flip, and wholesaling industries. Since 2017, Lionshare has helped over 100 real estate investment businesses navigate complicated tax returns, nit-picky lender requests, and anxious conversations with partners about money. Their Founder, Ben Day, has served as CFO of a nine-figure real estate conglomerate, and all of their leadership team has first-hand experience in real estate investing.
Tax Planning for Small Businesses
The mission of Purple Sapphire Business Solutions is to keep your hard-earned money in your pockets and out of Uncle Sam’s hands! They use proactive, legal strategies to reduce your tax liability. They offer tax planning and preparation services, and they work alongside your bookkeeping professional to save you the most money.
Email them at help@purpletaxes.com to see how they can help!
Bookkeeping for Construction / Trades
Clarity Bookkeeping specializes in providing expert service to fill your bookkeeping needs. As a busy small business owner working hard to grow your business, you know how important it is to understand your finances and have them under control. You need a bookkeeper who cares as much about the success of your business as you do – that’s Clarity Bookkeeping. They help fellow business owners, new and established, reach the success they dream of. See the VISION of your company with CLARITY.
Bookkeeping for Content Creators
Magnetic Bookkeeping provides bookkeeping & consulting for online course creators, content creators, and coaches. Their mission is to give you confidence, clarity and control over your finances by providing easily digestible numbers that just make sense – that way you can feel empowered stepping into your role as CEO and LAUNCH into your BIGGEST money goals!
Accounting for Chiropractors
The mission of Aligned Books is to provide personalized service and maximize your bottom line. They are a one-stop shop offering bookkeeping, payroll, tax filing, and super cool KPIs specific to the Chiropractic industry to measure your success.
Contact Aligned Books and take your chiropractic practice to the next level.