I wanted to share the accounting stack and best practices we'd recommend so you streamline everything post close:

The accounting stack we like to work with:

  • Quickbooks Online
  • Gusto payroll
  • Ramp for bill pay
  • 2 bank accounts, 1 credit card max

What we don’t like:

  • Quickbooks desktop
  • Bank accounts that don’t have check images or accountant access
  • more than 2 credit cards
  • Capital one cards
  • Quickbooks payroll
  • Quickbooks inventory
  • CRMs that aren’t mapped properly to Quickbooks

    If you need help, please reach out. --@----.com or www.appletreebusiness.com