Document Management and Storage

Your Financial Documents in One Place – Automatically.

Keeping track of receipts and statements can be daunting. If you are like many business owners, your receipts are in a box or drawer only to be reckoned with in a mad dash around tax time. Wouldn’t it be nice to have your paperwork neatly filed away in the cloud, there when you need them, accessible from any device? Wildflower Bookkeeping has the solution.

Having receipts available is crucial in the event of an audit. By using Hubdoc we can make sure your source documents are attached to the corresponding transaction in your accounting software with a backup copy filed neatly in the cloud, keeping you audit proof.

All our monthly bookkeeping packages include a subscription to Hubdoc, simplifying how you get your receipts and statements to us.

For more information check out this video.

How it works

  • 1. Stop chasing bills & statements

    Hubdoc automatically pulls your online bills & bank statements into one secure hub.

  • 2. Simple Receipt Capture

    By using Hubdoc’s app, documenting a receipt is as easy as taking a picture. No more lost or faded receipts.

  • 3. Data management, not data entry

    Every time a document is fetched or uploaded, Hubdoc extracts the key data and seamlessly creates entries in Quickbooks Online, Xero, and Bill.com with source documents attached

  • 4. Automatically audit-proof your business

    Through integration, Hubdoc transactions are automatically matched with the bank feed in Quickbooks Online and Xero.

  • 5. Easy collaboration with Wildflower Bookkeeping

    With Hubdoc, we have the documents we need, when we need them. And, you have confidence your docs are organized, secure in the cloud and accessible from anywhere

FREE INITIAL CONSULTATION

The foundation of good accounting is accurate bookkeeping.

Our professional bookkeepers are detail-oriented and verify transactions to ensure proper record keeping. To schedule a free consultation with our friendly and knowledgeable bookkeepers, call us today at 435.940.5534 or click the button below to email us.

SCHEDULE A FREE CONSULTATION

Wildflower Bookkeeping is a boutique firm specializing in providing bookkeeping, payroll solutions and document management services to business owners and entrepreneurs in Park City, Heber City, Salt Lake City, Orem, Provo, St. George, and other Utah communities, as well as nationwide.