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SoCo Tax & Cloud Accounting

Achieve Financial Success with Passionate Accountants and Tax Pros

Quickbooks

Our SoCo staff members are experts at Quickbooks. This bookkeeping software combines a variety of accounting processes into one user-friendly system. Equipped with the necessary skills to get the most out of Quickbooks, SoCo is able to work with all types of businesses, streamline processes using app integration, and work efficiently so that our clients can concentrate on their business goals. Our Quickbooks certifications are extensive and help with satisfying client needs.

Xero

Xero is a New Zealand-based software company that develops cloud-based accounting software for small and medium-sized businesses. It provides you with all the tools you need that will allow your business to be successful. 

SoCo is a Xero Gold Partner. Using Xero’s integration with multiple apps, we’re able to provide you the best services and advanced solutions. It is easily accessible and eases your stress when it comes to running your business. 

CFO

With Spotlight, you can work smarter, not harder. SoCo is able to expand customer satisfaction due to the cloud based financial and non-financial reporting, dashboards, forecasts, and multi-uses. It helps you gain revenue and client satisfaction by expanding your service options.

CFO Spotlight integrates with Xero, QuickBooks Online or MYOB, and non-financial data from Google Analytics and WorkflowMax so data can be accessed quickly and efficiently. With Spotlight, SoCo works intelligently to benefit clients.

Apps

SoCo streamlines processes by using app integration. We are experts with Avalara, Gusto, Bill.com, Expensify, Hubdoc, Receipt Bank, Shopify, and TSheets. Many of these programs integrate with QuickBooks and Xero which is highly efficient and will change the way you work for the better.

These applications are great for remote work, as they allow online collaboration and can be accessed by anyone granted permission. The services are accurate and made simple for all users so you don’t have to waste time on unnecessary things that will hold you back from success.

Revel POS

The Revel POS system operates on the Apple iPad. Revel Systems offers a range of preconfigured hardware to complement its POS system. The iPad acts as a business’ main POS terminal. Transactions and orders take place on the iPad POS. SoCo loves the Revel POS System for its efficiency and simplicity. From restaurants and bars to quick service and retail, Revel is able to provide your business with the best POS system. This program is a curated, online, on-boarding and training video platform that helps customers via an intuitive web-based interface. Uploaded videos walk you through a step by step process when setting up things such as Discounts and Inventory, making the process easy to understand.

Taxes

SoCo approaches tax matters for individuals and families differently. It starts with us getting to know you, your family, and your goals. So many decisions are impacted by taxes that we want to understand your unique situation before we can work together. We accept a limited number of new tax clients each year.

Our individual tax clients receive year-round service. We do not charge a large fee at tax time, as we are engaged on an annual basis with monthly payments. This keeps any surprises from happening and gives you peace of mind. Our service starts as low as $25 per month, which includes tax planning, our fun newsletter, telephone calls, appointments, consultations, and tax return prep. Please contact us before our openings fill up!

Payroll

Payroll problems are the quickest way to hurt your business. A late return or payment creates huge penalties that will cost more than a payroll service for the entire year. Stay safe and outsource your payroll. SoCo uses a number of different methods; we integrate with Xero, QuickBooks, TASC, Gusto and our own service through Intuit.

We use payroll services that offer the best value in the market, which allows us to complete payroll in a timely and organized manner. The programs are all secure and allow peace of mind.