Siegel & Associates: Intuit Solutions Provider: Boston Bookkeeping: QuickBooks Enterprise

These "Awesome Add-ons" have all been certified by Intuit to work with QuickBooks and allow small to medium businesses to customize their financial software without costing thousands of dollars.

 

Siegel & Associates have been trained by the developers to work with and sell the programs listed below & we offer local support for clients needing assistance with buying and implementing these add ons.  We also offer training and data conversion services as well. 

 

Select from a category below to learn how "Awesome Add-ons" can make your business run SMARTER.

 

REPORTING 

CRM & MORE...

MANUFACTURING & INVENTORY

PAYMENT SOLUTIONS

PAYROLL

BUDGETING

NON-PROFIT 

 

 

 

 

 




REPORTING

 

Qvinci                                                                                                                                  

"Qvinci financial accounting and reporting software makes it easier for any small business owner to grow their business, improve the bottom line, use business analytics, and coordinate employees.
Millions of small businesses use QuickBooks and Excel as their accounting and operational data systems. Qvinci offers QuickBooks reporting that provides instant visibility of company data, graphical presentations of large amounts of numbers and easily understandable formats to make business management tasks a breeze."  Click here to see a product
DEMO
 

XpandedReports

"XpandedReports helps you include data in your reports that QuickBooks simply doesn't offer - fields like the actual "Ship To", the actual "Bill To", Sales Tax on sales reports, the balance on an Open P.O. report, and many more.  XpandedReports also helps you format, sort, filter, group and insert calculated columns - all the things you thought you could do only by exporting to Excel."  Click here to see a product DEMO


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BUDGETING


PlanGuru - Business Budgeting and Forecasting Software
"PlanGuru is budgeting, forecasting and planning software designed to help small and medium sized businesses become more profitable.  Budgeting and forecasting without spreadsheets doesn?t have to cost thousands of dollars. PlanGuru is an affordable alternative that enables you to prepare your budgets and forecasts in a fraction of the time." Click to Learn more.

  • Automatically integrated balance sheets, income statements and cash flow.Forecast up to 5 years, create multiple scenarios, automatic break-even, and ratio analysis.
  • Forecast revenue and expenses, amortize a note, add a line of credit, compute receivables and payables in your budget/forecast in minutes.
  • Excel compatible and QuickBooks compatible.
  • With the PlanGuru Consultant Edition consolidate departments, divisions or subsidiaries or value a business.

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MANUFACTURING & INVENTORY

 

MISys

"MISys Small Business Manufacturing integrates with QuickBooks & Enterprise edition software provides manufacturing inventory control, multi-level bills of material, revision control, multiple stocking locations, and work orders.  Advanced purchasing, bin tracking, serial/lot tracking, and bar-coding are available as well."

Fishbowl Inventory

"Fishbowl Inventory can help you eliminate double-data entry, track hundreds of thousands of parts in multiple locations, inform you of vital ratios and inventory lead times, automate your order processing and much more. Because of Fishbowl's easy-to-use and powerful feature-set, you can increase the accuracy of your inventory management and save your company time and money.  Fishbowl was one of the first programs to integrate with QuickBooks accounting software and currently holds Intuit's highest award for third-party integrators, Gold Developer Status. Fishbowl Inventory is the #1 Selling Inventory Control Software for QuickBooks users."


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CRM & MORE...


Results CRM                                                     

"Results Software provides award-winning Customer Relationship Management (CRM) and Business Management solutions.  We help businesses grow and prosper by delivering a complete and flexible approach to business information management and business process automation for sales & marketing, service delivery, customer service, project management, timesheets, time-billing, renewal-billing, invoicing, order tracking, payment history & inventory control along with bi-directional QuickBooks and Outlook Integration.  We offer OnPremises and OnDemand (Hosted) Windows as well as Web-based solutions for traditional as well as virtual offices with mobile staff."

 

ShareFile            

"ShareFile allows you to create a custom-branded, password-protected area where you can exchange business files with clients easily, securely, and professionally. Whether you deal with files that are simply too large to transfer by email, need secure file transfer, or just need a collaboration space where project-related files can be posted, ShareFile can provide a solution for you."

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NON-PROFIT       
 

We recommend GiftWorks fundraising software.

"GiftWorks Fundraising Softwareby Mission Research is one of the well-designed applications I've seen in a long time. This product does a great job of providing for virtually all of the donor-tracking features demanded by non-profit organizations. GiftWorks manages donors, fundraising efforts, and volunteers through a simple, well-planned user interface. GiftWorks provides extensive data management capabilities for small to medium sized nonprofit organizations. The software provides detailed tracking and reporting of nearly all financial activities of the typical not-for-profit organization. The unique "SmartLists" feature of GiftWorks allows customers to create lists of donors and donations based on sets of data criteria that the user defines."

 
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PAYMENT SOLUTIONS


Intuit Payment Solutions / Merchant Services

Take credit and debit cards right in your QuickBooks software:

  • Save money - no need to buy a terminal or extra software
  • Increase sales - accept payments online, by phone, fax, or e-mail
  • Improve financial accuracy - each transaction automatically records in QuickBooks

Includes free access to the Intuit Merchant Service Center where you can view transaction cycle and deposits, create reports, view online statements, e-mail receipts to customers.


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PAYROLL

 

QB Assisted Payroll

Reduce your tax penalty risk and complete your payroll faster with affordable, expert assistance.

  • Pay employees in just 3 clicks
  • No tax penalties - guaranteed 
  • Expert support makes it easy to get started
  • Starting at $60/month 1 - about 35%-50% less than ADP or Paychex

 

SALLC now offering Online Payroll, powered by Intuit

With our professional expertise and existing knowledge of your business, we are able to design a custom payroll solution that best fits your needs.  We can provide you with a full-service payroll experience at cost-effective rates.  As your trusted advisors, we guarantee your payroll will be accurate, timely, and hassle-free.  You will always receive top quality service.


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