What if I want more than a simple set of tax books?

You are ready to take accounting from a simple set of tax books to the next level, this is great news! This is what we've promised you from the start; a win-win relationship where we all grow, together.

To accomplish a greater level of Expense detail:

1. If your expenses are common, repeating expenses: you can tell us once which expense account you want each vendor coded to and we will setup a repeatable protocol or 'rule's.
   
   
2. If your expenses are not common & repeating, we must set up a new workflow whereby expenses are more closely reviewed by your team, in much greater detail. 
   This can be costly in accounting fees, as you can see much more time is required.
   This is not required by the IRS i.e. for a set of tax books, we recommend you discuss your desire with your Accounting team.

To accomplish a greater level of Income detail:

1. We can setup a protocol where we differentiate income streams by utilizing dedicated bank accounts. This allows us to identify streams of income by: Location, Grants, Funding, Source, Type
   
   
2. Most commonly, these details are already available to you through your payment system of point of sale. It is not necessary for a set of tax books to duplicate this data, or have more than one income account, we recommend you discuss your desire with your Accounting team.

More complexity in your books = more time and fees. 

See also How do Add-On Services work?

See also What is a cash basis, clean set of tax "books"?