loader image
The Flag of the United States of America

Grow Your Accounting Firm Through Integrated Payment Solutions

Are you an accountant? You must be busy in the coming months with countless hours of preparing your employer’s or clients’ tax returns. Now that the tax season is approaching, you may be looking for ways to ease your workload and be ahead of your competition. We understand that this is the common struggle among accountants, and CloudBanking is here to assist you through integrated payment solutions.

Integrated Payment Solutions

Integrated payment solutions are tools that offer businesses the ability to integrate their accounting, customer relationship management (CRM), and existing business applications with a payment processing system. Through integrated payment processing, you can eliminate duplicate data entry, streamline accounting processes, and increase accuracy and efficiency.

Benefits of Integrated Payment Solution to Accountants

As an accountant, you are tasked with so much paperwork. Apart from ensuring that the business is getting paid on time, you are also responsible for recording every detail of each transaction to keep your books accurate. But if you are manually entering and reconciling payments with your accounting and CRM system, you increase the possibility of human errors and redundant data entry. It is inefficient and wastes your time and energy on the entry of the same data into multiple systems. Cross-platform reconciliation is difficult and makes inclusive reporting nearly impossible.

Do not worry, though, because we have the solution for you. When you integrate payment processing with your business solutions, you can achieve the following:

Eliminate human errors associated with manual payment entry.

  • You do not have to go over several systems. This payment technology saves you time and reduces errors by cutting your time spent on redundant data entry, credit cards verification, and account reconciliation.

Increase financial visibility and reporting accuracy.

  • It gives you more financial visibility and control. When you integrate a payment processing solution, the details on your accounting or other business systems are automatically recorded in that solution. This technology provides you with better visibility and the capability to produce real-time, accurate reports.

Improve cash flow and expedite payment processing.

  • Payments are the bread and butter of every company. Thus, accountants, like you, need to closely monitor payments. This can be automatically done through integrated payment solutions. Likewise, this solution can speed up the process to post receivables and improve cash flow.

Automate and secure the verification of card data and electronic payments.

  • We offer world-class security benefits when you accept payments via credit and debit cards. Partnering with PCI-compliant vendor ensures compliance with PCI security standards for informational storage and encryption.

But apart from the above-mentioned benefits of integrated payment solutions, here’s the competitive advantage of CloudBanking.

Differentiate Your Business.

  • Your accounting practice may offer tax services, financial consulting, and payroll support, but so do your competition. If you want to win more clients, you need to set your standards apart from your opponents. That is having merchant services. CloudBanking offers it all — from credit and debit card processing to equipment and terminals. This makes your business cater to all your clients’ financial needs. 

Build Trust and Save Money.

  • CloudBanking helps its customers grow their business by applying the interchange fee structure to your clients. You would no longer point your clients to the bank (only to be referred by the bank to their chosen payment processors and costing you so much amount) to process your clients’ payments. Let’s work together in helping your clients save money while they build stronger trust and confidence in you.

CloudBanking wants to take you to the next level. Contact us today at 415.223.8459 to learn more about our services and features.

Leave a Reply

inquiry

© Copyright 2020 CloudBanking Ltd. All Rights Reserved.

ACCOUNTING SERVICES

Run fast, accurate, and automated accounting processes through Cloud Banking’s white label portal for accountants. Simply ask your customers to log on to your dashboard so you can download all their statements and reports—making it easier for you to do their taxes. Likewise, you can make sure that our platform can help you streamline everything from financial consolidation to compliance reporting and audits.

 

Our innovative payment solutions can easily be integrated into your existing accounting, invoicing, and billing software so you can get paid faster and more secure. Interested? Start by talking to one of our business specialists today.

HIGH RISK

Are you in the high-risk vertical market? Getting tired of looking for a reliable payment solution for high-risk industry? Don’t worry! CloudBanking got you covered.

We understand that banks and low-risk providers may instantly turn down merchant accounts who they deem industries with a history of high chargebacks, irregular high ticket sales, or that are highly regulated. Thus, finding a high-risk payment processing solution that keeps high-risk businesses running efficiently might be a daunting, frustrating process. This is all the more true for the CBD oil industry. However, CloudBanking understands that your business model works for you. We believe in your business’ desire to help the community and we’re committed to providing top-rated services.

Thus, we go the extra mile to ensure your business’ security and efficient cash flow. We provide tailored solutions and features because we understand your unique needs. You can now offer your customers a smooth and seamless journey with our innovative payment solution for high-risk industry.

HEALTH AND WELLNESS

Focus on what matters most to your business—your customers. And allow CloudBanking to take care of your payments. Our payment solution for health and wellness industry will be your trusted partner in improving your customer experience. With our innovative platform engineered to accept all kinds of payments and provide the security you need; we can guarantee you streamlined business operation.

 

In the ever-changing global marketplace, make your business at the forefront of innovation to give your customers the best customer experience. Trust that our payment solution for health and wellness is here to help you meet your customers’ expectations while improving your cash flow. Contact us today to experience the difference.

FIELD SERVICES

Are you one of the small or mid-sized businesses in the field service industry having trouble collecting payments? And are you tired of all the waiting and hassles? Then, it’s time for you to adopt a phone- and cloud-based payment solution for field services that will improve your cash flow and accuracy. Allow your field services staff to accept payment on-site so they can focus on the next job.

 

Level up in the game field by offering a cutting-edge payment solution for field services that will assist you in meeting your needs and improving your bottom line. Contact us to know how we can be your trusted partner in getting paid faster and secure.

RETAIL

The retail environment has evolved rapidly in the past years. To keep with the pace and increase your bottom line, you need to integrate a platform providing a full suite of card payment systems that fully satisfies the needs of you and your customers. CloudBanking’s payment solution for retail industry is here to help you stay in the game and be more competitive.

 

Powered with the latest technology, our credit card processing solutions allow retailers to accept any form of card payments such as credit cards, debit cards, and EMV-compliant cards. Our payment solution for retail industry can help you effortlessly manage your point-of-sale transactions while you boost your retail sales.

PROFESSIONAL

CloudBanking offers a customized payment solution for professional services companies, such as law firms, insurance agencies, and accounting firms. Our platform is designed to provide you a safe, convenient, and secure way to accept your service fees and lessen the administrative cost related to payment processing.

 

We understand that your business’ payment processing needs are unique. So you can’t just rely on any payment processing platform to manage your cash flow. You need a trusted partner to receive payments fast, secure, and easy. Enjoy this hassle-free process when you integrate our payment solution for the professional services industry.