Technology That Moves Your Numbers—and Your Mission—Forward
Bookkeeping with your purpose in mind!
At Telos Bookkeeping, we leverage world‑class cloud apps to power the clarity, precision, and strategic insight we deliver every month. Below is a look at the core platforms we’ve mastered—and how each one fuels smoother operations, richer insights, and faster growth for your business.
QuickBooks Online & Xero — Cloud Accounting Foundations
Why we use QBO & Xero
These platforms sit at the heart of modern bookkeeping, offering bank‑level security, continuous data feeds, and a vast ecosystem of integrations.
Market proof
- QuickBooks Online: trusted by 7 million+ businesses worldwide.
- Xero: serving 4.4 million subscribers across 180+ countries.
Value to you
- Telos knows the strengths, limits, and pricing tiers of each platform, so we can match you with the ledger that fits today and scales tomorrow.
- Cleaner data, fewer surprises.
Our certified advisors build a bullet‑proof chart of accounts, lock down month‑end procedures, and set up built‑in audit trails. Result: real‑time dashboards you can trust—no more “mystery entries” or last‑minute scramble before the tax deadline. - Insights that drive action, not just reports.
Because Telos also specializes in Fathom, we transform QBO/Xero data into KPI scorecards, cash‑flow forecasts and “what‑if” scenarios you can walk into a board meeting with—no spreadsheet gymnastics required.
What we do in QBO & Xero
- Automate bank feeds, rules, and reconciliations
- Maintain real‑time dashboards for cash, A/R, and profitability
- Connect apps (payments, e‑commerce, inventory) so data flows seamlessly
Karbon — Practice & Workflow Management
Why we use it
Karbon centralizes tasks, email, and client communication so nothing slips through the cracks.
Value to you
Karbon isn’t just an internal workflow tool for our team; it’s a client‑experience engine that translates directly into faster service, clearer communication, and stronger results for you.
- Your month end books close sooner.
- We spend the “saved” hours on analysis and proactive advice.
- Fewer back-and-forth emails and missing attachments.
- Bank-level encryption keeps your sensitive data protected.
What we do in Karbon
- Map every recurring bookkeeping process and due date
- Track deliverables in real time for total transparency
- Keep client requests and documents in one secure thread
Fathom — Visual Reporting & Scenario Planning
Why we use it
Fathom transforms raw accounting data into dashboards, KPI scorecards, and three‑way cash‑flow models your whole team can understand.
Value to you
Leverage a real-time source of financial data, so you and your team can spot trends, test “what‑if” scenarios and act with confidence—without spending hours building spreadsheets or board packs.
What we do in Fathom
- Design custom KPI sets tied to your strategic goals
- Produce rolling forecasts and micro‑scenarios in minutes
- Highlight trends with interactive visuals that drive better decisions
Gusto — Payroll, People & Compliance
Why we use it
Gusto streamlines payroll, HR onboarding, and year‑end filings—freeing you from manual admin and compliance headaches.
Value to you
Ensure your payroll, benefits, and tax filings run automatically and accurately—saving time, reducing compliance risk, and seamlessly syncing payroll data into your books each month.
What we do in Gusto
- Run unlimited payrolls with automated tax filings
- Manage benefits, PTO, and new‑hire documents in one place
- Push payroll data straight into your accounting platform for effortless reconciliation
Powerhouse Payments — Merchant Processing Partner
Why we partnered
Credit‑card fees eat margin. Powerhouse Payments analyzes your current statements and implements fintech‑driven programs that cut processing costs.
Value to you
Often 30% savings or more, directly to your bottom line.
How you benefit through Telos
As an official Powerhouse Payments partner, we’ll run the free savings analysis and map the new cost codes into your accounting system so the savings flow straight to your financials without extra admin.
Microsoft 365 — The Secure Collaboration Backbone
Why we use it
Microsoft 365 brings together Teams, SharePoint, Outlook, and OneDrive enabling secure, efficient collaboration.
Value to you
Client documents, meetings, and communications are organized, protected, and accessible in one place, resulting in faster response times and smoother service.
What we do in Microsoft 365
- Host secure video calls, screen‑shares, and shared workspaces
- Protect data with enterprise‑grade security and compliance
- Co‑edit live documents so decisions happen faster
Ready to Harness the Full Power
of the Cloud?
Let’s put technology to work for your purpose‑driven business. Book a free consultation and see how Telos Bookkeeping turns data into decisive action—every single month.