CBG’s Third-Party Vender Partnerships
CBG negotiates lower pricing with the third-party vendors we recommend to our clients to continue to offer the best solutions at the lowest price. CBG uses most of these apps regularly. We are highly selective about who we recommend to our clients. Third-party apps integrate with QuickBooks and help you achieve more and do it more efficiently.
At schoolofbookkeeping.com, you can learn how to better market your practice, use technology to enhance your productivity, add more clients, build great processes and tackle your workflow, and automate anything possible, to lower costs, reduce errors and make more money than you ever dreamed possible.
It takes passion and you have to work hard, but the results can change your life.
Sign up today.
When you find QuickBooks payroll falls short of your needs, we recommend talking to our rep at ADP. They can pass along special CBG pricing and customize your package to meet your needs. This can work with QBO or QB Desktop or stand-alone. Their websites for employers and employees are very user-friendly.
Sign up here
Avalara is a great solution for customers that sell in multiple states or have a complicated sales tax situation. They will work with you to provide a demo and training for your client. They have great support.
A step up from the free e-invoicing you get with QuickBooks Payments. It works with QuickBooks Desktop and QuickBooks Online. Review our blog post on how Bill & Pay will improve your workflow. Click here.
This hosting solution has more flexibility to meet your needs. QuickBooks offers bundled hosting but we find not all third-party apps are offered for QB Cloud, and if they are, each user has to pay a higher rate. Customers find that EzCloud is much easier to use as it is accessed from a URL instead of a remote desktop connection. Free Trial Available.
A way to connect e-commerce to QuickBooks so you don’t have to manually enter the transactions.
Sign up here.
An inventory and warehouse management program that works with both QuickBooks Desktop and Quickbooks Online. For QuickBooks online customers, this solution is a way to get the functionality that is found in the QuickBooks Platinum edition. It enhances the function of inventory such allowing for warehouse tracking as well as assemblies. You can select different kinds of costing methods beyond FIFO in QuickBooks Online. For QuickBooks desktop customers, be sure to look at the Enterprise Platinum Edition to see if it meets your needs. Typically the software cost starts at $5k, plus implementation start at around $15k. To request a demo click here Click here
In just a few steps, select your transaction type, set your options, map your fields and then sit back while your data moves into and out of QuickBooks. Transaction Pro is a fast, streamlined way to move tens to thousands of rows of data into and out of QuickBooks. Free trial available.
A great hosting system. If you want QuickBooks Enterprise bundled with hosting we can discount this for you.
Request hosting here.
We use Insightly here at CBG. It is a CRM and project management tool that has greatly streamlined our workflow and organized our business.
Try it free here