Experience Hassle-Free
SortMyBooks
Hire Remote Bookkeeper, Accountant , Tax return Preparer or Admin Person
Monthly Bookkeeping, Payroll, Financial Statements or Tax returns for Business owners
Hire Remote Team
Business Tax return filing by Certified
CPA / Enrolled Agent
(Starts at $350)
QuickBooks And Xero Certified Experts
50% Reduction In Costs
Hire Remote Bookkeeper, Accountant , Tax return Preparer or Admin Person
Monthly Bookkeeping, Payroll, Financial Statements or Tax returns for Business owners
Quality Driven
Approach
QuickBooks and Xero Certified Experts
50% Reduction in
Costs
Part Time/Full Time Resources For
⚪ CPA Firms
⚪ Enrolled Agents
⚪ Bookkeeping Firms
⚪ Tax Practitioners
Hire Remote Team
Hire Remote Bookkeeper, Accountant , Tax return Preparer or Admin Person
Monthly Bookkeeping, Payroll, Financial Statements & Tax returns for Business owners
Quality Driven Approach
QuickBooks and Xero Certified Experts
50% Reduction in Costs
Part Time / Full Time Roles For
- CPA Firms
- Enrolled Agents
- Bookkeeping Firms
- Tax Practitioners
9+
Years Of Success
600+
Happy Clients
1,100+
Completed Project
250k+
Hours Of Experience
20+
Software Used
Bookkeeping software expertise
End to End Remote Bookkeeping & Accounting services for Business Owners & Accounting firms
Meru Accounting is a CPA firm providing complete outsource bookkeeping and accounting solutions to CPAs and small & medium-sized businesses across the United States, United Kingdom, Australia, New Zealand, Hongkong, Canada, and European countries.
Bookkeeping Service
Regular Management Accounts for your Business, We serve bookkeeping services for different industries.
Setup Xero/Quickbooks
Set up your accounting software in a day through our checklist, for converting a client from your legacy software to Xero.
Bookkeeping for CPAs
We help CPAs to reduce 50 % of their cost by outsourcing recurring tasks to us, with trust and security.
Payroll
We do Payroll for all countries in all software and comply with all tax formalities of the IRS, HMRC, ATO, etc.
Payable Accounting
Manage your Payables on daily basis, cost-effectively with reduced invoice discrepancies and disputes.
Indirect Tax
We do BAS, VAT, GST101A, Sales Tax, etc. reduce attribution errors and costs, and ensure indirect taxes are handled correctly.
Streamline your business finances with SortMybooks:
What is SortMyBooks?
In today’s digital age, there are software solutions available to make accounting and bookkeeping tasks manageable and efficient. SortMyBooks is one such online accounting software and bookkeeping software system designed to assist businesses in managing their financial records and operations. Such cloud-based software can be invaluable for businesses of all sizes, as it streamlines financial tasks and helps maintain accurate records.
Key features of SortMyBooks
SortMyBooks offers a comprehensive range of accounting and bookkeeping features for businesses of all types. It offers specialized services to businesses in Ireland. Below are some of the key functionalities and benefits of SortMyBooks:
- Comprehensive Trial Balance Report: The software provides a Trial Balance report that offers a detailed overview of your financial transactions. Users can drill down into specific Day Book transactions for a more in-depth analysis.
- Customizable Chart of Accounts: The Chart of Accounts is highly adaptable and can be tailored to suit the specific needs of different industries and businesses. This flexibility allows users to configure the accounting structure according to their unique requirements.
- Closure of VAT Periods and Accounting Years: The platform enables the closing of VAT periods and accounting years. This prevents accidental entries into periods that have already been filed, while still facilitating data entry for the subsequent period. This feature ensures compliance with VAT regulations and facilitates seamless reporting.
- Efficient Online Bank Import: SortMyBooks allows for the direct import of bank transactions from various Irish banks without the need for cumbersome reformatting. Additionally, users can swiftly create missing transactions from the Bank Reconciliation screen, streamlining the reconciliation process.
- VAT Compliance: The software has been designed to assist businesses in meeting VAT compliance requirements. It supports both Cash Receipts and Invoice Basis reporting, accommodating diverse VAT reporting preferences. It also handles various VAT reporting periods (2, 4, or 6 months) and addresses specific VAT scenarios, such as Reverse Charge VAT (RCV) for subcontractors and EU purchases. The platform simplifies VAT reporting with one-click reports that offer DRILLDOWN functionality.
- Streamlined Receipt and Invoice Capture: SortMyBooks facilitates the capture of receipts and invoices through multiple channels, including scanning, email, or a mobile phone camera. These captured documents can be seamlessly integrated into the system, complete with the correct VAT rates. This feature saves valuable time and reduces manual data entry efforts.
- Export Functionality: The software offers the flexibility to export all reports and screens to formats compatible with Excel or CSV. This capability allows for further data analysis or the customization of reports as required.
- It's important to emphasize that SortMyBooks is primarily tailored to the Irish market, with a focus on addressing the unique tax and accounting regulations in that region. While it caters to the specific needs of Irish businesses, companies operating in other regions may also find value in its features, particularly those related to VAT and the customizable chart of accounts.
SortMyBooks Pricing Plans
- SortMyBooks is an online accounting and bookkeeping software that offers various features and plans to cater to different business needs. Here are the different pricing plans offered by SortMyBooks:
- SortMyBooks Solo or Individual Plan: This plan is designed for freelancers, sole traders, or individuals who need basic accounting and bookkeeping tools to manage their personal finances or small business. It often includes features like expense tracking, income management, bank reconciliation, and basic financial reporting.
- SortMyBooks Small Business Plan: This plan is aimed at small businesses with more extensive accounting needs. It may include features such as inventory management, payroll processing, customizable charts of accounts, and more robust financial reporting.
- SortMyBooks Premium Plan: The Premium plan typically offers advanced features suitable for growing businesses. It might include enhanced reporting options, multi-currency support, and additional user accounts for collaborative accounting.
- SortMyBooks Enterprise Plan: For larger businesses with complex financial requirements, an Enterprise plan may be available. This plan often includes advanced accounting features, comprehensive financial reporting, and scalability for larger teams.
- SortMyBooks Industry-Specific Plans: Some accounting software providers offer industry-specific plans or add-ons. SortMyBooks may have plans or features tailored to specific industries, such as retail, manufacturing, or professional services, to meet unique accounting and compliance needs.
- SortMyBooks Free Trial: Many accounting software providers offer a free trial version, allowing users to explore the software's features and functionality before committing to a paid plan. This trial period is typically limited in terms of time or features.
- SortMyBooks Custom Plans: Depending on your business's unique requirements, SortMyBooks may offer custom plans that allow you to select specific features and modules to create a tailored solution.
Benefits of using SortMyBooks
- SortMyBooks offers several benefits to businesses and individuals looking to manage their financial records more efficiently and effectively. Here are some key benefits of using SortMyBooks:
- Simplicity and Ease of Use: SortMyBooks is designed to be user-friendly, making it accessible to individuals and businesses with varying levels of accounting expertise. Its intuitive interface simplifies the process of managing financial data.
- Cost Savings: By automating many financial processes, SortMyBooks can help reduce the need for manual data entry and paperwork. This helps in cost savings by saving time and resources.
- Accurate Financial Records: The software helps ensure accurate and up-to-date financial records, reducing the risk of errors that can lead to financial discrepancies or compliance issues.
- VAT Compliance: SortMyBooks is tailored for the market and provides features to help businesses comply with Irish VAT regulations, including options for Cash Receipts or Invoice Basis reporting and support for various VAT periods.
- Time Savings: The ability to import bank transactions directly and capture receipts and invoices electronically can significantly reduce the time spent on data entry and reconciliation tasks.
- Customization: SortMyBooks offers a customizable chart of accounts, allowing businesses to tailor their accounting structure to their specific industry and needs.
- Financial Reporting: The software provides a range of financial reports, including profit and loss statements, balance sheets, and cash flow statements. These reports can help businesses gain insights into their financial health and make informed decisions.
- Multi-Currency Support: For businesses dealing with international transactions, SortMyBooks offers support for multiple currencies and currency conversion, simplifying accounting for global operations.
- Data Security: SortMyBooks typically includes measures to secure sensitive financial data, such as encryption and access controls, to protect against unauthorized access and data breaches.
- Collaboration: Depending on the plan, SortMyBooks may offer multi-user access, allowing multiple team members or accountants to work on financial data simultaneously, promoting collaboration and efficiency.
- Mobility: Being cloud-based, SortMyBooks allows users to access their financial data from anywhere with an internet connection, providing flexibility for remote work and on-the-go access.
- Integration: The software may offer integrations with other business tools and platforms, allowing for seamless data flow between accounting, sales, and inventory management systems.
- Scalability: SortMyBooks plans often cater to businesses of different sizes, making it suitable for both small startups and larger enterprises with growing accounting needs.
Meru Accounting’s specialization in SortMyBooks
- SortMyBooks Expertise: At Meru Accounting, we have trained professionals who have in-depth knowledge and expertise in using SortMyBooks software. With this expertise, we assist clients in setting up, using, and maximizing the benefits of SortMyBooks for your financial needs.
- Reconciliation: We reconcile accounts by comparing the financial records of your business in SortMyBooks to bank statements and other financial documents. This process ensures accuracy and identifies inconsistencies that need to be resolved.
- Financial Reporting: We generate financial reports using SortMyBooks to offer you insights of your financial performance. These reports include balance sheets, income statements, cash flow statements, etc.
- Tax Services: We help clients with tax preparation, compliance, and planning, utilizing SortMyBooks data to ensure accurate tax reporting.
- Payroll Processing: Meru Accounting also offers payroll processing through SortMyBooks, ensuring that your employees are paid accurately and on time while complying with tax regulations.
- Financial Analysis: As a part of our services, we offer financial analysis using SortMyBooks data to help you in making informed financial decisions.
Conclusion
- SortMyBooks, a simple and smart accounting and bookkeeping software, offers many accounting features to businesses of all sizes. It is a very easy-to-use and helpful tool for remote businesses especially for businesses in the UK and Ireland. Meru Accounting offers a range of accounting and bookkeeping services using SortMyBooks. Our team of experts can customize this software to your unique business needs. By leveraging our services, you can gain exceptional accounting services using SortMyBooks from expert professionals. Contact Meru Accounting now to start your bookkeeping journey with SortMyBooks.
