Trusted by Direct Sales consultants at these and other fine companies
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“Top-notch service, top-notch software”
Megan – Pampered Chef
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“I LOVE the features and the simplicity”
Tami – Arbonne
⭐⭐⭐⭐⭐
“Direct Sidekick offers that and so much more!!!”
Michele – Color Street
Put more money in your pocket
Find on average $2,483 in tax savings per year 1
How does our 3-step accounting system work?
Direct Sidekick helps you finish your accounting in just 15 minutes per month. All it takes is 3 simple steps…
Step 1: Connect your bank and credit card accounts. Then once a month, double-check your transactions
Your transactions are automatically imported and categorized for you! Monthly, spend a few minutes verifying your transactions and categorizing those expenses, such as Venmo and PayPal, that show up uncategorized.
Step 2: Add your inventory with purchases
Do step 2 when it happens. When you purchase inventory for resale (not customer orders shipped directly to them), enter a purchase in Direct Sidekick. This only takes a few minutes!
Step 2: Add your inventory with purchases
Do step 2 when it happens. When you purchase inventory for resale (not customer orders shipped directly to them), enter a purchase in Direct Sidekick. This only takes a few minutes!
Step 3: Remove items from inventory with invoices and adjustments
Do step 3 when it happens. Invoices remove items from inventory and automatically add your costs to cost of goods sold (COGS) for you. Adjustments remove items from your inventory, and for tax deductible adjustments (demo products, giveaways, advertising), an advertising expense is automatically added to your transactions list.
Everything you need, without the extra complicated stuff
Automatically import and categorize transactions
Sort business from personal expenses
Manage your inventory
Send invoices and get paid with Square
Deduct demo products and giveaways
Save your receipts with your transactions
Back up your customers and team
View Profit & Loss and Stock on Hand reports
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I LOVE the features and the simplicity, but also I LOVE how I have been able to take 3 programs, Trello, Quickbooks & Teamzy, and condense them into 1 with Direct Sidekick!
It is so simple now to open up 1 program to work on my business, and my checkbook loves it, too, with the savings!!!
Tami Hovendick
Arbonne Independent Consultant
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Top-notch service, top-notch software, and user-friendly. I am a consultant for Pampered Chef and needed to streamline my inventory, along with any and all transactions made for my business, so come tax time I’m ready! Direct Sidekick has made it so easy for me to keep track of and report everything. It is worth so much more than what it costs!!
Megan Fulkerson
Pampered Chef Consultant
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I was searching for a solution to accurately and simply keep track of my constantly changing inventory, and Direct Sidekick offers that and so much more!!! I love that I can access information about my inventory, customers, invoices, and much more quickly and from either my laptop or phone!!!
Michele Waldsmith
Independent Color Street Stylist
Premium Accounting
$12.50
Per month / billed yearly
Includes everything from Basic Accounting PLUS . . .
- Manage your inventory
- Send unlimited invoices
- Quickly adjust inventory for demo products, giveaways, and personal use
- Square integration
- Cost of Goods Sold report
- Inventory Stock on Hand report
Premium Accounting + Messages
$25
Per month / billed yearly
Includes everything from Premium Accounting PLUS . . .
- Automate email & task drip campaigns
- Done for your drip campaigns (we’ll write your campaigns for you!)
- Send unlimited automated 1-to-1- email messages
- Send to unlimited number of contacts (we want you to grow!)
- Unlimited drip campaigns
1. $2,483 in tax savings based on tax year 2021 customers with > $10k in revenue and > $0 in business expenses.
