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09-16-2019, 05:04 PM #1
- Join Date
- Dec 2018
- Posts
- 9
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
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09-16-2019, 05:06 PM #2
- Join Date
- Aug 2019
- Posts
- 197
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09-16-2019, 05:06 PM #3
- Join Date
- Jun 2015
- Posts
- 3,326
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
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09-17-2019, 10:59 AM #4
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 234
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
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09-17-2019, 11:38 AM #5
- Join Date
- Feb 2016
- Location
- New York City
- Posts
- 52
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
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09-23-2019, 02:38 PM #6
- Join Date
- Sep 2019
- Posts
- 60
I can definitely help you.
Dassi Cole
Better Accounting Solutions
347-416-3928
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09-23-2019, 03:05 PM #7
- Join Date
- Aug 2017
- Location
- NYC/Miami
- Posts
- 112
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.comEli S.
FOx Business Funding
Iso manager
347. 562. 8796
elis@foxbusinessfunding.com
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09-23-2019, 03:50 PM #8
- Join Date
- Sep 2019
- Posts
- 60
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
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09-27-2019, 01:56 PM #9
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