The inBooks Promise

The inBooks promise is that you will receive superior bookkeeping that is seamless, frictionless, integrated, and embedded. Clients get more access, more information, and simplified bookkeeping in a service model in which we stand behind your brand, your communications, and your company, as if we were on your staff. With our fine talent and leading technology, inBooks sets you up for success!

The inBooks Process

For nonprofit directors or boards who have decided to invest in the inBooks promise for seamless essential bookkeeping, our simple process looks like this:

We first meet with you to evaluate your organization and get to know your needs and challenges. Our inBooks professionals want to learn everything they can about your business.
We rely on the superior qualities of QuickBooks Online to bring every facet of your bookkeeping together in one place. We establish a QuickBooks Online account for you, with client and CPA access.
Based on the inBooks services you require, the team works with you to establish accounts with cutting-edge software tools (Bill.com, Tallie, Gusto), to make your bookkeeping frictionless and easy to manage.
As a dedicated inBooks client, you receive an online client portal for tasks, document sharing, and communications, available anytime.
You provide inBooks with access to your accounting department’s email address and forwarded phone extension so we can step right into your shoes for seamless communication with your vendors and customers.
We perform your bookkeeping functions and stay in touch with you, your customers, and your vendors on a daily basis. When your business needs outgrow our services, you are set up for a smooth, frictionless transition to a full-time in-house accountant, with full access to your files and emails.

When you need established, sophisticated services for your ongoing nonprofit bookkeeping, inBooks has the technical prowess to assemble your bookkeeping into a manageable, organized and competent asset for your company. You save on costly mistakes, expensive in-house staff, and ineffective outsourced services when you sign up with inBooks for long-term, frictionless service and support.

The inBooks Difference

When you contract with inBooks, we don’t offer a typical outsourced solution where you turn over all of your accounting to a provider and lose touch with your business. Instead, we offer a remote insourced solution like no other that is completely integrated and yet allows us to stand behind your brand. How we do it involves a variety of successful software technologies and a team of experts that manage your bookkeeping tasks and challenges at every level.