Accounting Services

Work one-on-one with an Aspire Accounting Specialist to learn accounting workflows in Aspire and, where needed, get hands-on help completing your month-end close. The number of hours depends on the complexity and scope of the work.

Click here to find out more information!

What We Do

Accounting training by module

Purchase Receipt Reconciliation: Reconcile purchase receipts in Aspire to your accounting system, looking for anomalies, duplicates, and discrepancies.
Payment & Deposit Reconciliation: Reconcile payments to deposits in Aspire, and deposits in Aspire to your accounting system.
Inventory & Inventory Reconciliation: Review how Aspire transfers purchases to your accounting system and how the end-of-month journal entry affects your balance sheet, whether you use Simplified (SAS) or Standard (SAAS) accounting. Identify and address differences between your balance sheet and Aspire.
Closing the Month & Recording Journal Entries: A step-by-step review following Aspire's end-of-month process, including reconciliation of purchases, deposits, payments, and invoices, then entering journal entries and tying out to the balance sheet for SAS clients and the P&L and Balance Sheet for SAAS Clients. This can take from one to ten hours, depending on how quickly your team self-trains and completes assigned homework.
End-of-Month Review: Review your data after journal entries are complete as part of the close.
Payroll & Reconciliation: Learn to build a pivot table to reconcile payroll in Aspire, with a walk-through for one or more pay periods.
Over / Under & Revenue Variance: Step-by-step instruction on reviewing and reconciling revenue variance, and a walk-through of the over/under process.

Full End-of-Month Process

Work with an Aspire Accounting Specialist to complete your full end-of-month close for one or more accounting periods. This includes reviewing and correcting data, entering journal entries, and reconciling balance sheet accounts once close activities are complete. Hours depend on the complexity of the work.

Transition from Invoiced to Earned Revenue

Support if you are moving from invoiced revenue reporting to earned revenue reporting. This includes help cleaning up old contract and work order issues, a review of work tickets and how they relate to the earned revenue model, and a step-by-step review of the over/under process so you understand it going forward.

What to expect

A discovery call defines your scope and hours.
Your Accounting Specialist leads sessions and gives accounting best-practice guidance.

Ready to get started or want to learn more? Submit a ticket in HelpHub through the Aspire Pro Service Portal, or contact your Customer Success representative. Include the name of this service in your request so we can route it to the right team.