benefits

Explore three reasons why working with Checkbox is the best solution for you.

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The Ease

Automatic bank transactions: instantly feed into Checkbox.

Free up time and energy that can better be invested in the operation of your business.

Invoices on the fly: easily create, customize and send anytime, anywhere.

Pay all your bills at once, with only a few clicks.

Maintain positive cash flow and monitor business performance on a real time basis.

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The Access

Quick and timely access to accounting information improves your efficiency.

Reduce time spent on the mundane tasks of accounting and bookkeeping.

The option of instant mobile access on all devices, as well as anywhere that has access to the internet.

Automate important accounting functions by seamlessly integrating key financial tools like Square, BillPay, and Shopify.

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The Solution

Strategic financial partner:

Checkbox takes a unique approach to your accounting by partnering with you.

Monthly financial advice received as we review your financial information.

Customized Dashboard gives you information that helps run your business more successfully.

Have "big company" resources with Checkbox acting as your "in-house" finance department that you can turn to for advice and that extra pair of eyes.

Three Levels of Financial Assistance: Monthly accounting solution,
Monthly CPA financial assessment, and
CFO consulting advice.

Checking those boxes

We help you meet all of your bookkeeping and compliance needs.

Saving you money

We make running your business more efficient, saving you money

Freeing up time

We streamline and automate your processes, saving you time.

Making it easy

Use whichever accounting software you like, desktop or cloud.

 

1420 Rocky Ridge Drive , Suite 130
Roseville CA 95661

916.782.8500