Check out the custom code I have written that automatically categorizes bank and credit card transactions. This program saves my clients time and money. It also helped me win a 2023 NJ Society of CPAs Ovation Award for Innovation!
Daly & Company strives to streamline its processes and leverage technology to create consistent, reliable, and affordable schedules and reports.
Daly & Company uses automation to avoid manual data entry. In fact, I use the same software created for government agencies, including the FBI and IRS, to handle large data sets. I have also written my own Visual Basic (VBA/Excel) code to further streamline my process (see video above).
In particular, Marital Lifestyle Analyses can consist of thousands of transactions from bank and credit card accounts. Traditional accounting firms use entry-level staff accountants to manually enter every transaction into bookkeeping software. This process is time consuming, prone to error, and unnecessary. Bookkeeping software, such as QuickBooks, is not meant for this purpose and requires the user to enter several extra data fields for each transaction. The reports generated from QuickBooks do not allow the detail or customization needed or even the full description for many categories.
My process is efficient and modernized.
Contact me today to find out how I can assist you!
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