Question 1

What accounting software do you use?

Accepted Answer

TriPoint Advisors has experience with most general ledger/accounting systems including small company systems like QuickBooks or Sage, all the way up to complex ledger systems like Oracle Fusion or PeopleSoft.

Question 2

What systems do you use for Accounts Payable?

Accepted Answer

TriPoint Advisors is a partner with one of the best solutions in the business, RAMP. However, TriPoint Advisors has worked with many different AP vendors and can support your companies needs regardless of the provider.

Question 3

Can you help me migrate from QuickBooks Desktop to QuickBooks Online?

Accepted Answer

Yes! QuickBooks Desktop (QBD) is no longer supported by Intuit and TriPoint Advisors has the experience to migrate your company to the more modern and robust QuickBooks Online (QBO).

Question 4

Do you create financial reports?

Accepted Answer

Yes! We provide accounting clients with a comprehensive monthly financial reporting package that will be reviewed in detail on a 2 hour monthly call.

Question 5

Can you do the accounting for my business?

Accepted Answer

Yes! TriPoint Advisors can provide short-term support to backfill for staff that may have left or TriPoint Advisors can be your complete Accounting outsourced provider. TriPoint Advisors supports many clients today with a full outsourced model, while also providing many clients short-term support. Reach out to let us know what your needs are and we can create a tailored solution for your business!

Question 6

Can you help with Payroll?

Accepted Answer

TriPoint Advisors has experience in working with all of the modern payroll companies like Gusto, Rippling, Deel, and QuickBooks (to name a few!). We can help your company migrate to a new provider or to streamline/automate the payroll that is being managed in-house.

Question 7

Q: How does TriPoint Advisors’ accounting approach differ from traditional bookkeeping services?

Accepted Answer

At TriPoint Advisors, we distinguish ourselves by providing comprehensive accounting services rather than just bookkeeping. While we are fully capable of performing bookkeeping tasks, our approach goes much deeper. We treat each client’s financials as if they were preparing for an audit, ensuring the highest level of accuracy and compliance. This includes performing a full month-end close with meticulous account tie-outs, delivering detailed monthly financial reporting, and holding regular meetings to review results and strategize. Additionally, we focus on automating financial processes to improve efficiency and clarity for our clients. Unlike standard bookkeeping services, our work offers strategic insight and rigorous oversight tailored to the needs of non-profits and small to mid-sized companies, helping them maintain strong financial health and make informed business decisions.

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