"The best advice I ever got was that knowledge was power and to keep reading."
– David Baily
Welcome to our Knowledge Base. We are all about empowering users to have the best experience with Complete Controller and with their financial management. Take a look at our topic menu to the left and select the area to you want to learn. Remember that your Account Services manager is always available to help. To reach them, simply call the number on the contact card on your Complete Controller desktop or call 866.443.8879 and press 0.
Complete Controller's hosted environment is housed within a private cloud allowing us total control over its permissions and installations. We arm our clients with tools to ensure secure access, seamless local printing, drag & drop capability, and more, so working on your Complete Controller desktop is just like working on your computer...but better. All hosted data is redundant and backed up off-site each night to ensure swift disaster recovery. If you are interested in learning more about the technology behind our solution, you may enjoy this message from our CTO. For assistance with establishing or troubleshooting your connection to the hosted environment, please contact our Technical Team at 866.443.8879 ext. 5.
A VPN connection is required prior to accessing the Complete Controller hosted environment. This protection is critical to our PCI and HIPAA compliance promise and provides our clients' protection against malicious intruders. Be sure to safeguard your VPN and Complete Controller desktop access credentials. No one at Complete Controller will ever ask you for your password or email your password to you. We strongly suggest you never email sensitive information. You will know when you have established a secure connection because a lock will appear over the globe in your toolbar. Suppose you are having difficulty establishing your secure connection. In that case, you may not have an internet connection, you may be entering an incorrect password, or your VPN software may need to be updated. Contact our Technical Team at 866.443.8879 ext. 5
Your client desktop is a platform for financial success. It is designed to provide you with all of the tools you need for back-office financial operations. Every client has different needs - activate the tools you want to use and leave the rest. You may want to visit your desktop frequently to use the tools, peek at our work, or work alongside us, or you might never visit your desktop. Regardless, you can rest assured that we work in an environment of total transparency – your finances should be available and clear, especially to you!
QB File and E-Document Migration
We will assist you in securely migrating your bookkeeping data and existing electronic records to us during your onboarding phase. Whether you are using spreadsheets, non-QuickBooks™️ software, or nothing at all, we will help you convert to the version of QuickBooks™️ that best suits you. We are a host and do not take ownership of your data and records – they belong to you and will be migrated back to you upon cancellation of service.
You may have a staff member or family member that you would like to grant access to your QuickBooks™️ file without allowing them access to the sensitive documentation held in your eFiling Cabinet. Or, perhaps you want them to have access to only specific areas of QuickBooks™️, such as customer invoicing, but not other areas, like payroll or bank balances…We can do that.
We LOVE working with CPAs, EAs, and other tax and planning professionals that can help you meet your financial goals. In fact, we provide them with access to your Complete Controller desktop, so you do not have to send them a back-up, then send them tax papers, then send them more stuff – it’s all there for them to see and reference when doing what they do best. We reach out to your CPA during the Onboarding Phase of your service because they can be helpful to the process. Of course, we get your permission before giving anyone access to your desktop, and you can revoke access any time you like.
Many CPA firms use Complete Controller as their bookkeeping department. “Bookkeeping powered by Complete Controller”...has a nice ring to it. For CPAs that have more than one client in common with us, we provide them with a desktop of their own where they enjoy the efficiency of a single point of entry to access all of their client's books and records and a place to store working papers and prepare filings, compilations, audits, and more. Or they can use it as a way to check on us and make sure we are getting the job done.
Complete Controller may be providing services to several entities in which you hold an interest along with other stakeholders. The other stakeholders may differ from entity to entity, and some entities may be owned solely by you. In these cases, we will provide a MultiCo desktop where you will enjoy a single point of entry to access all of your entities' books and records. Meanwhile, the other stakeholders will have their separate access to only the entities they own.
Many clients like to access peripheral programs alongside their financial management tools so that they can run spreadsheets, send emails, write proposals, and prepare presentations right from their hosted desktop. We provide a full suite of Microsoft and Adobe products for our clients to choose from. All hosted applications are supplied by monthly subscription. To add an application to your desktop, simply email your team at the talk2cc email address to let them know what you need.
Often clients use business solutions (Point of Sale software, ERPs, CRMs, Inventory Management systems, E-commerce platforms) in their day-to-day activities that need to interface with other financial management tools. We will host any web-based application or QuickBooks™️ plug-in to make your life more efficient and provide us with direct access to the information we need to keep the books updated. We even have recommended programs for dealing with sticky business situations like certified payroll, complex sales tax, and data import mapping. If you would like to have a plug-in or access point installed on your desktop, simply email your team at the talk2cc email address, and they will send you a request form and get it over to our techs.
We are an Intuit Diamond Reseller, so we get the best possible pricing on QuickBooks™️ products. That's why you will want us to host your QuickBooks™️ Online subscription – significant savings! Here's our promise: as long as you are our client, we will be looking for ways to save you money.
QuickBooks™️ Online Plus, QuickBooks™️ Online Advanced, many of the integrated apps that keep your business running are right in our wheelhouse. If you think you should be operating in a different version of QuickBooks™️, we can help you decide if upgrading or downgrading is a good idea.
QuickBooks™️ users can be added or deleted upon request. We can even limit user permissions within your QuickBooks™️ file – see our section Client Desktop > Limited Permissions. Each user will have their login to the QuickBooks™️ file facilitating an audit trail of actions performed by the user.
If you access the Complete Controller Cloud via a TaxPrep desktop or MultiCo desktop, you will open desktop versions of QuickBooks™️ from within the Accountant’s Station. The Accountant’s Station is not accessible by Client desktop users. For more information on the types of hosted desktops we offer, check out the Hosted Environment section of this Knowledge Base.
Complete Controller provides a variety of bookkeeping services ranging from light account reconciliation and reporting to full-charge/full-cycle bookkeeping, including process streamlining, budgeting, customer invoicing, payment processing and bank deposits, vendor bill management and payment, 1099 filings, sales reconciliations, sales tax filings, payroll management, custom reporting, departmentalization, periodic and adjusting entries. If you do not see something you need, just ask.
Every client is assigned a dedicated Bookkeeper + Controller team. They work cohesively to provide excellent service and ensure that there is always someone available to perform the tasks you require. The Controller will lay the groundwork during onboarding, identify needs, discuss internal processes and controls, develop strategies for streamlining and increasing efficiency, and provide oversight and support to the Bookkeeper. The Bookkeeper will be your go-to for tasks to be completed on a day-to-day basis, AR (invoicing and collecting payments), AP (managing and paying vendor bills), payroll, and periodic closing. At the close of every period, your Controller and Bookkeeper review your books, records, and reports together to make sure we are giving you our very best work.
Our bookkeeping service plans are based on frequency. If at any time you find yourself requiring more frequent attention than is offered by your package, you can scale up to the next level or purchase more services as a Custom Hourly Request. If you find yourself needing to scale back, you can just as easily reduce your service package to fit your budget better. You can view all of our Service Plans and see what is included in each one by visiting our website's Pricing & Signup page.
During the onboarding phase for each entity, we will gather critical information and documents, make connections with your financial institutions, business services, and CPA, develop roles for each team member and processes to follow for the efficient flow of information to and from Complete Controller. Our success depends greatly upon how invested the client is in this process; if everyone involved is supportive, responsive, and collaborative, you will have the most satisfactory results from the Complete Controller experience. Internal staff resistance is the number 1 cause of failure to accomplish a successful and fruitful launch of any new solution.
An onboarding phase checklist resides on the client desktop until this phase is completed. It will walk you through each step in the onboarding process. Before completing the onboarding phase, your team will have a meeting with you to review the finances, finalize the ongoing processes, and review the checklist to ensure you haven’t missed anything. If the form is no longer showing on your desktop, it is because you have completed the onboarding phase. You would have received an email confirming that onboarding is complete.
When the onboarding phase checklist is removed, it is replaced with a Status Report that will remain on the client desktop for the life of the entity. Think of the Status Report as a quick reference point to get an overview of the entity’s alignment with accepted accounting standards and the current condition of the books. Anyone visiting the desktop can view the Status Report, and it is a helpful reference for the client, team members, the Complete Controller team, and your CPA. If you wish to clarify any information on your status report, or you want a corrected item to be updated, simply reach out to your Bookkeeping team and let them know.
Complete Controller utilizes secure password vault technology to store credentials for financial institutions, payroll companies, merchant accounts, POS systems, and other critical financial sources. Those credentials are not disclosed to your Bookkeeper but are encrypted and shared so they can be used to gain login access to necessary statements, downloads, and source documents without compromising client security. Online access to your managed accounts is a requirement of your service, and using the password vault will facilitate that access without compromising your security.
Every client is assigned a custom talk2cc.com email address to use when communicating with their Complete Controller team. The talk2cc email address should only be provided to your internal team members that you trust to communicate directly with us. It will direct the team for directives, requests, document submissions, and appointment scheduling.
It is rarely possible to create profitability and scalability without consistent financial practices and internal controls. That is why we at Complete Controller are eager to help you develop systems and processes that will ease the flow of information to us and allow us to provide you with an accurate and timely portrayal of your entity’s performance. It is one of our top priorities, and for each client, process streamlining will differ. This is an area in which our success is directly proportionate with the clients' willingness to adopt and implement protocols and deadlines that fit their unique needs while creating efficiency by eliminating one-off events and exceptions to the norm. If you get pushback from staff or vendors, you can blame us for putting new rules and tools into play!
Every period we follow strict closing processes and then prepare a full report package for each of the entities we serve. Every client is different, and you may decide that you want to add or remove reports from your periodic package. Simply let your bookkeeping team know your preferences. We can also add or remove recipients from the report distribution list upon request.
Many clients like to see their household or business books broken down by division. For example, you might want your spouse’s earnings and expenses to be separate from yours, or you might have a side business or some rental properties that you are tracking on your personal books. Businesses use class divisions all of the time to separate out reporting for different locations or different departments within a business. A good example is a landscaping company that tracks separate divisions for lawn maintenance contracts, tree trimming, and fixed fee landscape installations. They will most likely use class divisions as well as job costing to give them a clear picture of their performance in each department and for each job.
It is often important to track income and costs to a particular customer or job or prepare a job budget. Gathering that level of detail can seem like a monumental task, but Complete Controller has templates, forms, tools, and tried and true processes. Whether you are running a service and repair business, operating a law firm, or performing custom manufacturing, we can help you to put the right tools and processes in place to capture the data we need for excellent job costing. Proper job costing is critical to WIP calculations and purchasing management, but many companies forgo this vital process because they do not have the tools to track costs efficiently. We can help.
Custom Hourly Requests
We perform a variety of accounting functions for our clients. If a task is not included in the base service plan, that does not mean we cannot perform it. Many services are not appropriate for inclusion in a flat rate package because the time commitment required to perform them is undeterminable. These services are performed as Custom Hourly Requests and billed in 15-minute increments. We will always inform you if we are providing a service that falls within the Custom Hourly Request billing structure and gets your approval before proceeding. Custom Hourly Requests will be invoiced monthly and will be accompanied by a description of the services provided. If you have questions about a Custom Hourly Request charge on your invoice, reply to the invoicing email with a request for clarification. Our Account Services department will be happy to research the charges and provide you with our record of your request and approval for us to proceed.
Timely invoicing and payment collection is critical to cash flow, and many clients utilize Complete Controller to prepare their customer invoicing. We have experience with invoicing for many industries, including some tricky ones like law firms, construction projects, AIA and government contracts, concierge services, and multi-door real estate investments. We do not perform medical billing, but we do reconcile the medical billing reports to our medical office accounts to ensure accuracy. The key to timely and accurate invoicing is the establishment of a reliable and predictable flow of information to your bookkeeping team. We will help you develop a custom plan for efficiently gathering all of the pieces that are critical for inclusion, compiling the invoices, and getting approval to send. We can send your invoices using a mailing service or direct email. We can process incoming payments and even set you up to allow customers to pay directly or on a recurring basis using our Collect Payments terminal. By the way, you do not need to have us prepare your customer invoicing in order to use the Collect payment terminal – that is a separate (very cool) tool for you to activate if you want to. See our Collect Payments terminal section in this Knowledge Base to learn more.
There are several facets to payroll management services, and our clients may avail themselves of all, some or none of them, depending upon their unique needs. Receiving and distilling time records, reporting wages to the payroll processing company, recording accruals and paychecks on the books by employee, department, task, and reconciling the payroll withdrawal to the detail reporting to ensure accuracy.
Payroll setup can be challenging and time-consuming. If it is done right, it will function beautifully within your books and deliver the critical report data you need. If not, it will result in hours of rebuild and clean-up to get it right. Your Complete Controller team will set up your payroll within the books and assist with payroll processor requests and conversions to add a custom hourly request. The good news is that we do this every day, so we know what to watch for and how to get it done efficiently. If you are thinking about establishing payroll or changing your current processor, be sure to visit the Payroll Portal on your desktop or email your team at the talk2cc email address to pave the way for success.
Some of our clients provide services under government contracts or local municipalities, requiring payroll certification reporting. Anyone who has prepared certified payroll knows that it is a tricky and time-consuming process that can turn the preparation of an otherwise simple invoice preparation into a full-time job. We have a tool and process that reduces this task to a matter of minutes and generates the most generally accepted certified payroll reports for you. Simply let us know if you would like to set up certified payroll management and, if we see that you are going it alone, we will be sure to offer our help.
The best way to train is in your own books on your own processes. A QuickBooks™️ class at the local college or online might be helpful, but you cannot always ensure that you will learn the skills you need. Your Controller is available to train you, within your own books, in QuickBooks™️ skills, accounting processes, and financial controls. To request training services, simply email your team at the talk2cc address and ask to schedule a training appointment.
Meetings to review your financials and discuss strategy with your team are an important part of the bookkeeping process. One half-hour meeting each period is included in your service plan, and additional meetings are available as a custom hourly request. In order to ensure efficient and constructive use of your time, all meetings require an agenda and must address outstanding issues prior to moving on to new topics for discussion. To request a meeting, simply email your team at the talk2cc email address and ask to schedule a meeting.
Sales Tax Filings
We will help gather information and prepare sales tax filings as a custom hourly request. If you have multiple entities, this service may be subject to set fee pricing. There are also many sales tax software that will integrate with your QuickBooks™️ file seamlessly, and we can help you to pick one that best suits your needs.
Many clients benefit from regular cash flow analysis, forecasting, budgeting, onsite evaluations, integrated application coordination, and custom reports. These and other advanced services are available upon request. To request an advanced service, simply email your team at the talk2cc email address and ask about the services you desire.
On a quarterly basis, our internal operations department reviews our client work. This peer review ensures quality and helps us to identify areas of concern. Premier and higher-level clients will receive a Report Card when these reviews are completed. The Report Card will contain recommendations, concerns, and performance scoring in areas that are critical to efficient and accurate business financial processes and controls. We know you will want to use these reports as guides to show you areas that can be improved and addressed in future plans.
Clients may terminate service with 30-days’ notice to email@example.com or to the talk2cc email address. If you are subscribed to a cash basis plan, the final full subscription charge will be due upon receipt of the termination notice. For accrual-basis plans, the final subscription charge will be pro-rated to only include the days that fall within the 30-day period. Upon completion of the 30-day period, your books and records will be packaged for pickup by you so that they can be restored off of the hosted environment.
Electronic Document Storage
Secure financial document storage is an important part of audit readiness, human resource compliance, HIPAA compliance, and records accessibility. As businesses trend away from paper record-keeping and toward office virtualization, the need for a reliable, consistent, and secure storage model is a necessity.
As part of our service, your Complete Controller team will gather critical financial statements, reports, vendor bills, tax filings, and records (otherwise known as source documents) to support the transactions that are recorded to your books. We provide you with an eFiling Cabinet where these will be stored. All documents will be stored in the IRS accepted pdf format.
Every client desktop contains an Action Items area where work in progress is stored. If a document is in your Action Items, it has a task attached to it that has not yet been completed. Examples of Action Items are bank statements, deposits, payroll runs waiting to be reconciled, vendor bills waiting to be paid, custom reports waiting to be updated, and directives waiting for completion.
You will find an Incoming Documents folder inside of every Action Item. Your bookkeeping team drops all documents into this folder for optimization before processing them or filing them. Only pdf-type files may be placed in the Incoming Documents, and your bookkeeping team will troubleshoot this folder when necessary.
Each entity we serve will have an eFiling Cabinet where electronic documents will be stored. All of the documents in the eFiling Cabinet are filed by your Complete Controller team and available to be viewed by you, authorized members of your team, and your tax preparer. Proper use of the eFiling Cabinet ensures that all required source documents are accessible during the tax preparation or audit. There is no limit to the electronic document storage provided to each entity we serve as long as the documents fall within the qualification of financial source documents.
Structure & Search
The eFiling Cabinet is structured just like a paper filing cabinet. A document can easily be found by its purpose, type, date, amount, or name. The entire eFiling Cabinet is searchable.
Upon request, a Client Cubby will be placed on the desktop to provide a place for you and your internal staff to store work-in-process and other documents that you want to reference and use when performing financial tasks.
The SmartAP app on your desktop can be activated if you are subscribed to an accrual basis bookkeeping plan. SmartAP is a vendor bill management and payment system that allows us to efficiently and accurately manage your incoming vendor bills, post them to QuickBooks™️, and provide you with an interface to view your unpaid bills and approve each for payment. SmartAP acts just like an online banking backend, so it will integrate perfectly with your bank and will not require you to use your bank's bill pay service through their website. Our goal is to provide you with the protection and efficiency afforded by online banking without the cost.
The SmartAP workflow begins when you send an unpaid vendor bill to your team at the talk2cc email address. The bill will be entered into QuickBooks™️, and job costed or divided by class as necessary. On the date of your scheduled check run you will receive a link to view all of the unpaid bills that we have received and posted. You will log in to SmartAP to review the listed bills, view the pdf of each bill as desired, make notes for us, and select the ones you want to mark as approved. The approval process can be structured to allow you to process the payments or upon receiving your approval, we will process your payments for you.
Clients that subscribe to our accrual basis service plans will be set up for SmartAP during onboarding. If you decide to upgrade from a cash basis service plan, your setup will occur at the time of upgrade. Setup is quick and easy; it simply involves a signature capture and establishment of a client login to SmartAP. If you wish to enroll to send free ACH payments through SmartAP, you will be required to complete additional paperwork. No setup is required by your bank in order to use SmartAP’s popular payment options. If you wish to utilize your bank’s ACH processing through SMartAP, you will be subject to your bank’s fees for those services.
Forms of Payment
SmartAP allows bill payments by check, credit card, ACH, or wire. Wire processing is subject to a $25 fee for domestic and a $30 fee for international and will require enhanced approval. Credit card payments may be made only to vendors that accept credit card payments, and they are a great way to earn points on your charges.
SmartAP subscribers send their scanned vendor bills to the talk2cc email address. It is best to send the bills as they arrive in the mail. Holding onto a vendor bill can result in costly late payments. Clients should submit all bills by the check run deadline to ensure inclusion on the unpaid bills report. Subscribers to bi-monthly accounts payable management services should submit all bills for the 15th check run by midnight on the 10th and submit all bills for the 1st check run by midnight on the 25th. Subscribers to weekly accounts payable management services should submit all bills by midnight on Friday for the Tuesday check run. All exceptions will be handled as custom hourly requests.
Approve & Pay Options
There are three options for vendor bill approval and payment. Each client will choose the option that best suits their unique needs:
This is a common method for operations that are owned by investors, absentee owners, or busy operators. A budget is established annually that predicts the spending in all approved areas by month. As long as the vendors' bills that are submitted each period do not exceed the budgeted amount, they are approved and paid by your Complete Controller team. This helps to avoid delays and keep the operation running smoothly. Any budget exceptions are subject to approval by a person that has been designated by the owner (or the owner themselves), and without that approval, they will not be added to the unpaid bills report or paid. The designated approver or owner will receive a notification when a budget exception occurs, and it will be their responsibility to follow up with the vendor and Complete Controller to provide the approval or dispute the charge. Complete Controller cannot be responsible for budget exceptions that are neglected or ignored by the client. The same party is not allowed to both entering and authorized payment on a vendor bill. This option will require your Complete Controller Bookkeeper to enter the bills and your Complete Controller Controller to approve and pay the bills.
Authorized Party Approval
The method separates duties between the two-member Complete Controller team, so your payables approval process meets rigorous accounting standards. When this method is selected, your Complete Controller-assigned Bookkeeper will enter all vendor bills that are submitted by the client and their team to the talk2cc email address. When the unpaid bills report is ready, the client or an authorized party will review and approve the bills for payment. Your Complete Controller assigned Controller will then login and process payment on those bills on the scheduled check run date. This option is helpful for clients that want to view and approve every vendor bill but do not want to process payments until the check run date or for clients that want an authorized party to approve every vendor bill without giving that party the ability to process payments.
This method is identical to Authorized Party Approval in that all vendor bills submitted by the client and their team to the talk2cc email address will be posted. When the unpaid bills report is ready, the client will personally review the bills and process payments. This option gives the client the most control over the payments that are being transmitted from their bank accounts and credit cards and is preferred by clients that are cash flow sensitive. While it is the safest option, it may not be the most effective option for operators that are too busy to keep track of processing the payments in a timely manner.
The MyBookkeeper APP lets clients use their phone or tablet to securely authenticate their access to the Complete Controller cloud and has lots of great features for managing your business or busy household finances.
The APP can be downloaded by visiting your Apple or Android APP store and searching MyBookkeeper, and downloading the APP using the code: TALK2CC. Want to see how it works? Check out our video:
The MyBookkeeper App includes a wide range of useful financial features. See below for more information.
Yes, you are supposed to track your mileage – this nifty tool will make it easy.
APR, Loans, Mortgages, Savings, and Currency Conversions
Manage and Export Receipts
Efficiently capture and send vendor bills, paid receipts, and sales records to the talk2cc address for processing and/or filing by your Complete Controller team. The APP automates expense reporting and reimbursement for all of your team members.
My Bookkeeper App doubles as a scanner, allowing you to create and scan, share and store documents securely on the device and in the cloud for quick and easy access, wherever you are.
SmartAP web access for vendor bill review and approval (see SmartAP section to learn more about this nifty vendor billing management and payment system).
Access your vital financial documents on any connected device using strict security and governance provided by Box™.
Get In Touch
Send us an email or find one of our offices – yes, we are a virtual company, but we have offices for meetings and document drop-off.
This is where you receive messages from us, including your password, to log in to the Complete Controller platform.
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The payroll portal provides clients with a direct access point to their payroll processing company’s reporting web login where they can enter payroll data, calculate final paychecks, and access federal and state filings. Your Complete Controller team uses the payroll portal to perform those same tasks for you if you are subscribed to Payroll Management services. We also utilize this access to download payroll data into QuickBooks™️ and reconcile it for you. If you do not have a payroll processor, you can use the portal to see our list of processing partners and the services they offer. Let us know if you are ready to establish payroll or change processors – we can help smooth the process and get the best possible pricing.
Payroll Processing vs. Payroll Management
Payroll processing is the calculation of gross pay, impounds, garnishments, tax withholdings, employer burden, benefits, and more to produce net paychecks for your employees. Processing also includes the preparation and filing of federal and state payroll tax forms. Complete Controller does not provide payroll processing; we rely on processing partners for those services. We do provide payroll management services (see Payroll Management), and all clients engaging in payroll management will be required to have a payroll processor.
Complete Controller has pre-established relationships with reputable payroll processors so that our clients may enjoy the benefits of the best pricing, a dedicated service team, and expedited service. Sign up for payroll processing directly through your payroll portal to enjoy these perks and ensure that Complete Controller will have direct access to your payroll data for smooth implementation and servicing.
Using Non-Partner Processor
Sometimes clients come to us with a processor in place, and they want to stay with that processor for the foreseeable future. We are happy to work with non-partner processors. Meanwhile, it is important to keep in mind that limited technical abilities may compromise their ability to deliver import data for QuickBooks™️, properly manage departmentalization and job costing on imports, allowing on-demand access to reports and tax filings, and communicate openly with your Complete Controller team. While all of these things can be worked around, be aware that doing so may cost you custom hourly charges as a result.
Collect Payments Terminal
The Collect payments terminal on your desktop allows you to receive payments from your customers with total integration to QuickBooks™️ (if you want it) or as a stand-alone product that can be used for the key in entries or as the backend to a POS system or phone swipe. When your terminal is active, it will open when you click the shortcut, and you will be able to begin running payments immediately. It can be set up to process recurring payments or even single batches containing multiple different forms of payment. Its flexibility and integration with QuickBooks™️ allow you to manage Accounts Receivable seamlessly, and (if you are the hands-off type) your Complete Controller team can run customer payments for you (see customer Invoicing). Let's not forget the most important part – a merchant account backs our Collect payments terminal with a meet or beat promise – if we take you on, you will never need to switch again. If you find a better deal, let us know, and we will meet or beat it, allowing you to stay put and save the effort of making another change.
How to Activate
When your Collect payments terminal is inactive, the desktop shortcut will take you to a landing page where you can request an application. Send in your request, and we will schedule your signup appointment. The over the phone signup process is quick and easy, and you will be on your way to accepting payments in no time. Once you receive your approval, your team will need to request a plug-in activation through tech before everything will work as planned. Forward the approval to your team at the talk2cc email address and let them know that you are ready to have your plug-in installed.
The Collect payments terminal will integrate with your QuickBooks™️ file when the QuickBooks™️ file and Collect payments terminal are open. Utilize the terminal to manage incoming payments, and all activity will be shared between the two platforms. This means that every payment you receive will automatically update your Account Receivable balance for the customer and for your company. If the payments are flowing directly into the checking account register, a setting in your QuickBooks™️ company preferences needs to be changed to 'Use Undeposited Funds.' Your Complete Controller team can assist with changing these settings to meet your needs.
Our techies will need to make sure your account is set up properly and supply you with any processing equipment that you do not already have for POS integration. Email your team at the talk2cc email address to let them know that you need a POS integration, and they will make sure a tech reaches out to you to schedule an appointment for your integration.
Our techies will need to make sure your account is set up properly and connected to your e-commerce platform for web integration. Email your team at the talk2cc email address to let them know that you need a POS integration, and they will make sure a tech reaches out to you to schedule an appointment for your integration.
Multiple Merchant Accounts
Not everyone will feel comfortable taking a trusted dive into a new merchant processing system when they already have one that is getting the job done. Using the Collect payments terminal does not preclude you from also keeping and using any other merchant processing account you have. Although, we should warn you that you will not want to use your old one anymore. Remember our promise: We will always look for ways to save you money.
Financial management really begins to take shape when you can get out of your data the information you need in order to make savvy decisions. We have been working with businesses and busy households for a very long time, and we want to share some valuable tools and tricks that we have gathered along the way. Check out our recommendations in Intelligence Tools on your desktop.
Forms & Templates
Timesheets, petty cash replenishment requests, Pro-forma…most of our forms and templates are customizable to meet your needs. We give you the base, and you can customize them or ask for help from your Complete Controller team. They can spiff up any form or template for you as a custom hourly request, and once it's done, it's yours to use forever.
All of the solutions in this area are valuable to your overall financial health, and they are free until you need to add on more functionality. Business credit, personal credit, password vault, KPI dashboards, Customer Relationship Management, and more can be found here. Monitor and manage your greatest assets using these great tools.