15250 Ventura Boulevard Penthouse 1220, Sherman Oaks, CA 91403

How We Went Paperless

On a scale of 1-10, how paperless is your office?

Sherman Oaks Accounting & Bookkeeping powered by One Source Services easily rates a TEN.

Our work environment is literally paperless (with the exception of a few coloring pages we keep for when our kids visit the office).

We researched and vetted many cloud-based applications and implemented the best ones. Then we put everything in the cloud.

Intuit QuickBooks

QuickBooks Online was a no-brainer for us; we loved it so much that we literally designed our business around it.

It is an extremely convenient remote option.

Business owners, managers, bookkeepers or accountants can easily login with their own secure credentials from any web browser, giving all authorized personnel powerful access to information from anywhere at anytime.

Speaking of personnel, you can use QuickBooks Online to process payroll!

There’s no local software to manage (no upgrades or release dates), data is secure on Intuit servers and no backup is needed.

Invoices and statements can be automatically generated, sent to clients, even paid to you automatically with free or low-fee ACH and credit card processing!

Reports can be automatically generated and sent.

Reconciliation is simplified by automatic nightly bank and credit card transaction downloads.

Inventory can be tracked first-in-first-out.

We often work with multiple QuickBooks Online windows open simultaneously and there are free QuickBooks Online mobile apps for your mobile devices.

What’s not to love? Plus it does so much more.

Hubdoc

We digitized all of our documents and other papers, most of them using the Hubdoc application that integrates so well with QuickBooks Online.

We archived everything securely and organized it in cloud folders instead of file cabinets and desktop piles.

TrelloWe introduced our team to Trello to eliminate post-it notes & paper to-do lists. It quickly became one of our favorite cloud apps!

Our team shares notes, lists, ideas, images, and all sorts of things that would have otherwise been distributed on paper.

We even assign tasks with due dates! It’s customizable and fun to work with.

TSheets PROThen there is TSheets.

It seamlessly integrates employee time and location tracking in the cloud.

TSheets feels like it was made especially for QuickBooks Online Payroll, so much so that Intuit acquired it!

TSheets works with other cloud-accounting software systems, too. It’s made work-life easier for our employees and the people who manage them.

With so many applications to choose from, who has time to try them all? We tried many and would love to share our findings with you. We eliminated the ones that we didn’t like for one reason or another and became certified partners with the ones that we loved.

Being certified means that we can not only set you up and get you going on these apps, but we can train you and your entire team on how to best use them. And those of you who work with us know that we are always there for support, even after you’re up and running.

Go paperless!