ETax847 Posted December 5, 2014 Report Share Posted December 5, 2014 Can anyone recommend a cloud based software for a client to create their own personal financial statements? Regards Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted December 5, 2014 Report Share Posted December 5, 2014 Do you mean like a write-up program or an accounting software that is cloud base? Quote Link to comment Share on other sites More sharing options...
ETax847 Posted December 5, 2014 Author Report Share Posted December 5, 2014 Accounting software Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted December 5, 2014 Report Share Posted December 5, 2014 I really hate recommending Quickbooks online, it makes it harder for accountants to work on the online version, but if you are not going to touch it, I would say QB online would be good for them or even Quickens (don't know if they have an online version). Quote Link to comment Share on other sites More sharing options...
Lee B Posted December 6, 2014 Report Share Posted December 6, 2014 Are you asking for "Personal Financial Statements" for an individual or you asking for small business financial statements ? If you are looking for cloud based small business accounting software at a reasonable price, take a look at "Kashoo". I've demoed it and taken several of their online classes, but most of my business clients are larger than this program is intended for. Quote Link to comment Share on other sites More sharing options...
ETax847 Posted December 8, 2014 Author Report Share Posted December 8, 2014 Was asking for cloud based software for a client to create his own personal financial statements. Thanks Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted December 8, 2014 Report Share Posted December 8, 2014 Well it's that easy number one, my recommendation is for him to search for a fill-in PFS online and use it when he needs it. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted December 8, 2014 Report Share Posted December 8, 2014 Have you looked at MS Office online for a template? It wouldn't be cloud based, but should be a fill in the blank form. If client is preparing this for a specific lender, the financial institutions can usually provide the exact form needed, sometimes as a fillable pdf. Quote Link to comment Share on other sites More sharing options...
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