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Outsourced Digital Bookkeeping Services

Bookkeeper in a Digital BoxTM - The solution for all of your business members’ bookkeeping needs!

The Bookkeeper in a Digital BoxTM service is designed for member business-owners wanting to outsource most or all of their bookkeeping functions. This service is particularly useful for businesses that need a bookkeeper or have a traditional bookkeeper but want to enhance or replace that position at a lower cost.

Via Newtek’s proprietary web portal, your members gain 24 hour-a-day secure access to their financial books and records. Members may fax, scan or mail invoices, statements, and other information to Newtek for processing and financial statement preparation.

Our Bookkeeper in a Digital BoxTM solution offers your members the following features:

  • Accounts payable invoice and check disbursements
  • Cash receipt and accounts receivable processing
  • Credit union account reconciliation and cash management
  • Payroll administration and integration
  • Account analysis
  • Financial record maintenance
  • and financial reporting

Bookkeeping: Why should members outsource?

  • Your members can concentrate on their core competency: serving their customers
  • Reduce their costs associated with financial management personnel
  • Increase the level of expertise and experience associated with their financial reporting function
  • Alleviate the stress associated with regulatory compliance
  • Eliminate the impact of employee turnover

For more information, please visit www.cusmallbusiness.com or call Newtek at (866) 610-2862.

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