Sharp Edge Data

Collecting your business documents 7

• What does Sharpedgedata offer me?
• How to pass us your business Sales/Revenues
• How to pass us your Bank Statement
• How to pass us your credit card statement
• If you struggle with paper invoices or receipts

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During each Month 2

• During the Month
• Data during the month is naturally incomplete

End of the Month 1

• Unpaid invoices (payables)

Contact accountant 2

• Contact accountant by phone
• Contact accountant in your dashboard

FAQ 29

• Basic Package Contains
• Accurual Accounting
• Can I cancel at any time?
• Add ons (optional)
• Manufacturing Companies

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Getting Started 6

• We get you set up
• We do your bookkeeping
• Questions we will ask you
• No - Electronic connection to your financial accounts
• Get a business snapshot

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Financial responsibilities 2

• Bad Things Can Happen If You Don’t Keep Your Bookkeeping Current
• A business leaders responsibility

Catch up bookkeeping 1

• We offer catch up bookkeeping

Bank account 1

• Do you need a business bank account?

One Month Trial 7

• Log on to your dashboard and enter "Profile" data
• Log on to your dashboard and enter "My Accounts" data
• SharpEdgeData Process During Trial
• After The Trial - Methods To Cancel
• After the Trial, Your Billing Information

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Industries we do not support 7

• How we decided not to support some business types
• Manufacturing companies
• Restaurants and caterers
• Car dealerships
• Medical offices

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Your monthly billing 4

• Your plan and charges
• Billing of Add Ons
• Annual Billing saves money
• Annual Billing comes with year end TaxAct tax preparation

Payroll FAQs 8

• Do you do our Payroll?
• Payroll setup
• Enter payroll dates
• What payroll data should I send you?
• How do I get payroll to total

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Accrual accounting 3

• Accounts receivable
• Accounts payable
• Subscription Revenue and Annual plans - Revenue Recognition

Depreciation 1

• Asset depreciation

Cost of goods sold 5

• Not every business has a cost of goods sold
• Companies that resell products have COGS
• Manufacturing companies
• SaaS companies and COGS
• eCommerce companies and COGO

Employee Expense Reimbursement 2

• Travel and Expense Reimbursement
• General Employee Expense Reimbursement

Petty Cash 1

• We have a interface and accounting for petty cash management

Fixed Assets 2

• Fixed assets
• Post depreciation

Merchant Account Sales 1

• We support all merchant account revenues and expenses

Invoicing application 2

• Simple invoicing tasks
• Sending invoices to your customer

Tracking all Revenue and Expenses 2

• Revenues
• Expenses

Privacy policy 0

Opt-out policy 0

Inventory 7

• Inventory Capability
• Inventory costing
• Inventory data you supply
• Inventory support
• Inventory reminders

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Accounts payable 4

• List the bills at the end of the month
• AP automation solution
• Accounts Payable Aging
• Accounts Payable tips

Accounts Receivable 2

• Communicating paid and unpaid revenues.
• Accounts Receivable Aging

Inventory 1

• Shopify stores and inventory

Revenues and expenses 2

• Shopify revenues are recorded based on payout dates
• Shopify expenses are recorded based on payout dates

Shopify accrual accounting 1

• Accrual accounting on your Shopify business

Accounting at scale 1

• Shopify accounting at scale

Your Shopify deposit bank account 2

• Why do you need a Shopify deposit bank account?
• Choosing a Shopify deposit bank account

Quickbooks 6

• Why not Quickbooks
• Sharpedgedata
• The dangerous word Quickbooks "Sync"
• Quickbooks, Xero, does not validate
• Working with Quickbooks

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Personal Transactions 1

• Separating business and personal transactions

Collection activities 2

• Overdue receivables
• Accounts Receivable Tips

Fractional CFO Services 1

• CFO Services you can afford

Getting Started Invoicing 1

• Getting Started Invoicing in Sharpedgedata

Check Register 1

• Each check you write

Deposit Register 1

• Each deposit you make in the bank

Annual Renewals 1

• When our cost go down, so does yours

Non accounting activities 2

• Some back office activities that are not accounting
• Quarterly Taxes

Companies that buy materials or items for resale 2

• eCommerce companies buy items to resell
• Companies that purchase supplies / materials as part of Cost of Goods Sold

First Visit 10

• Introduction to My Dashboard
• Financial Statements
• Employee expense reimbursements - Travel and Expense reports
• Petty Cash
• Sales by Cash

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