Running A Paperless Office

• Get good books every day• Reduce your staffing headaches• Cut ‘back office’ cost• Increase positive cash flow

Gardner TaxMatt Gardner,  Business Management and Tax Consultant

3920 Stockdale Hwy, Bakersfield, CA 93309

Phone (661) 322-2950 Fax (815) 301-2796 Email matt@gardnertax.com 

It costs you between $5.50 and $17.50 per

transaction to do bookkeeping in house.

Every MBA will tell you that the ‘burden rate’ of your lowest paid employee is $34 to $38 an hour     

Recording transactionsadds little value to your Business but it adds a lot of cost

How tired are you of problems?

You must have Good Books

or you will ALWAYS be tired.

For the first time you will have BEST PracticesWe’ll provide ‘Guardian Angel’ CFO services

You’ll take just 5 minutes a day to manage your business by the numbers

Bookkeeping has little value but good books, used wisely will lead to wealth and positive cash flow.

How tired are you of bookkeeping problems?

You’re only 3 steps away from getting a giant load off your

shoulders.

Step One: Dump your mail, deposit slips and sales orders into your fax or scanner. This allows us to see all your transactions in PDF format.

Step Two: Link your accounting software to our secure servers, so we can enter the details. (We do the tech.)

Step Three: One to Five times a week, spend 5 Minutes on line, reviewing your invoices and cash flow. You are the only one who can issue payments so you must log on for that task each Friday.

Keep your CPA for taxes and govt. reports

The 24 hour business cycle

From 9 to 7 run your business

At 9AM, I do the final check to make sure this is actionableinformation

Starting at 5 AM we have aretired CPA and work athome Sr. bookkeepersreview all work.

From 9 PM to 5 AM we do all your bookkeeping on yourAccounting software.

From 7 to 9 weread and name everypage – you’re now paperless

Simply drop all invoicesdeposits, mail etc ontoyour fax or scanner

You take 5 Minutes everyMorning to review ‘how You’re doing’

Your 24 hour cycle has just made you a virtual office

You are now paperlessYou can hire remote sales peopleYou can work from anywhere / anytime

Your office today

In a few weeks

You have a ‘virtual vault’ where all documents are stored

3 clicks and the client can see any

page.

Part One: Paperless Overnight

Search is easy

A million pages and I can see anything in one second, color

coded for work flow management

No file cabinets

Paperless Overnight

3 clicks and 1 second and I can see any page in my file cabinet• No stacks of paper around• No lost pages• No files to suck up floor space

I am Paperless

How we do itStep Two:

Source documents Accounting software Task & Work Flow ManagerFor Best Practices

Our accountants use 3 screens at one time, onehooked to your documents, the second to yourAccounting software and the third to our internaltask tracking system.

At convenience you Review & Disperse

1. Review open questions from Matt

2. Read reports and dispense checks

3. Confusing bills? Your 3 clicks fromseeing the original source documentsOur handsome client

You retain total command

• You can see exactly where your business is and drill down to any detail at any time.• We’re open 24 / 7 / 365 • You have access from any where

(home, office, client service call …)• You are the only one who can dispense money. • You are the commander.

Our handsome client

The cost?

Two biggest reasons to outsource1. Bookkeeping is a never ending problem2. The business is unfocused / low cash flowWhat kind of dangersWhat opportunitiesWhat are your strengths

Problem

Solution

Impact

80%

5%

15%