Accountant or bookkeeper/ CRM suggestions
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  1. #1

    Accountant or bookkeeper/ CRM suggestions

    Hi guys,

    Been keeping all my records on google sheets up until now but it is getting way to hectic as we grow with funding, renewals, and syndication. Anyone have any referrals to an accountant or bookkeeper that specializes in MCA would be greatly appreciated. Also CRM referrals? Which are the most efficient/not to costly that are good for both brokering and lending (syndication mainly) .....

    THANK YOU

  2. #2
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    Quote Originally Posted by MCAjewru View Post
    Hi guys,

    Been keeping all my records on google sheets up until now but it is getting way to hectic as we grow with funding, renewals, and syndication. Anyone have any referrals to an accountant or bookkeeper that specializes in MCA would be greatly appreciated. Also CRM referrals? Which are the most efficient/not to costly that are good for both brokering and lending (syndication mainly) .....

    THANK YOU
    I have nothing of value to add here, but i love your DF name

  3. #3
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    Dassi Cole
    Regional Sales Manager. Better Accounting Solutions
    Better Accounting Solutions. 40 Wall Street, 31st FL . New York NY 10005
    C. 347-416-3928 E. Dassic@betteraccountingsolutions.com
    W. www.Betteraccountingsolutions.com

  4. #4
    Senior Member Reputation points: 10227
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    Quote Originally Posted by MCAjewru View Post
    Hi guys,

    Been keeping all my records on google sheets up until now but it is getting way to hectic as we grow with funding, renewals, and syndication. Anyone have any referrals to an accountant or bookkeeper that specializes in MCA would be greatly appreciated. Also CRM referrals? Which are the most efficient/not to costly that are good for both brokering and lending (syndication mainly) .....

    THANK YOU
    For CRM check out Centrex Software. We are a dedicated business finance CRM platform with a full syndication portal built in. If you are funder we have full servicing, syndication payouts, commission tracking, custom accounting reports and more. If you are a broker we have multi-lender submission and lender performance monitoring, pipeline management, esign etc. I have included a link to our video demo below.

    www.centrexsoftware.com/full-demo
    Trey Markel
    (888) 622-5810 ex 101

  5. #5
    Member Reputation points: 32
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    New York City
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    MCA Track is a full service CRM for the MCA industry. Some of our features include integrated ACH processing, automated split payments for cc splits from BMS, in depth reporting and more. Mca Track works great for Brokers & Funders. Please feel free to reach out and set up a demo.

    I recommend contacting David at better Account Solutions as they specialize in MCA. We have several clients who use our platform and are very happy with their accounting services.

    david@betteraccountingsolutions.com

    Office: 718-215-3850
    Phone: 718-570-7687
    Thank you,

    Perry Chen


    D: 212.819.0499
    M: 917.754.8435
    E: perry@clearach.com
    W: www.clearach.com

  6. #6
    I can definitely help you.
    Dassi Cole
    Better Accounting Solutions
    347-416-3928

  7. #7
    Senior Member Reputation points: 212
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    Aug 2017
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    NYC/Miami
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    Quote Originally Posted by MCAjewru View Post
    Hi guys,

    Been keeping all my records on google sheets up until now but it is getting way to hectic as we grow with funding, renewals, and syndication. Anyone have any referrals to an accountant or bookkeeper that specializes in MCA would be greatly appreciated. Also CRM referrals? Which are the most efficient/not to costly that are good for both brokering and lending (syndication mainly) .....

    THANK YOU


    She great -


    Dassi Cole
    Regional Sales Manager. Better Accounting Solutions
    Better Accounting Solutions. 40 Wall Street, 31st FL . New York NY 10005
    C. 347-416-3928 E. Dassic@betteraccountingsolutions.com
    W. www.Betteraccountingsolutions.com
    Eli S.
    FOx Business Funding
    Iso manager
    347. 562. 8796
    elis@foxbusinessfunding.com


  8. #8
    Thank you to all who are referring me! To give a little brief on what it is my firm does, read below:

    We collect data from select software and perform accurate checks, manually in order to offer a better quality service.
    We convert the data with Excel to create all the debits and credits needed to account for:
    -Recognized income -Default expense -Default reserve -Syndicator’s portion of deal -Syndication liability
    The final Excel document is coded and the transactions are converted and safely uploaded into Quickbooks.
    Once entered, we have a quality review on work by our senior MCA manager.
    Then, financials are sent to clients (on a monthly basis).
    At year end, we take care of 1099s and corporate & individual taxes as required.
    You can bring your accurate books to investors, so you can secure investment Capital for your business!!! WHICH IS SO IMPORTANT!!
    We work on MCA Suite / Org Meter / MCA Track / Lendtech / Quickbooks / Excel - WE SPECIALIZE IN ALL THESE PROGRAMS.

    Dassi Cole
    Dassic@betteraccountingsolutions.com
    347-416-3928

  9. #9
    Senior Member Reputation points: 8875 Enablement Data's Avatar
    Join Date
    Mar 2017
    Location
    New York City, NY
    Posts
    166

    Quote Originally Posted by MCAjewru View Post
    Hi guys,

    Been keeping all my records on google sheets up until now but it is getting way to hectic as we grow with funding, renewals, and syndication. Anyone have any referrals to an accountant or bookkeeper that specializes in MCA would be greatly appreciated. Also CRM referrals? Which are the most efficient/not to costly that are good for both brokering and lending (syndication mainly) .....

    THANK YOU
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce
    Salesforce

    or Hubspot.
    DataOps
    Enablementdata.com
    DataOps@enablementdata.com
    433 Broadway
    New York, NY 10013

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