Transcript
Neighborhood Empowerment
Summit
Kim Pollard | Bookkeeper GirlOctober 16th, 2010
Show Me the Money Sustaining an Organization’s Financial Health
Meet Bookkeeper Girl
Vital StatisticsOnline Bookkeeping & Payroll Services
Over 15 years in the Bookkeeping industry
Offices in Denton, Dallas, Ft. Worth
We pride ourselves on “Bookkeeping made simple”
TODAY’S NON PROFIT ORGANIZATION
Overwhelmed Donors
Scarce Resources
Increased Competition
Decreased Government Assistance
EVERY business fightsthe same challenges
Retail B2B Fortune 100
Small Business
The Top 5 MistakesTHAT IMPACT YOUR FINANCIAL HEALTH
ETHICAL ISSUES51 2 3 4
The Case of the missing $1000.00fraud | financial loss | no growth
THE FEAR FACTOR521 3 4
Ramificationsmissed opportunities | financial loss | no growth
“PASS THE BUCK”531 2 4
Doctor | Patient =Bookkeeper | Client
THE FREE SYNDROME41 2 3 5
Free is not always bettermeasure FREE the same way you would if you hired someone to provide the service
SECURITY ISSUES551 2 3
Unique Log Ins | Cash Management Secured Networks
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Our SolutionsTo Manage Your Organization’s Financial Health
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Put Best Practices into PlaceGET ORGANIZED | HAVE STANDARDS | GET ONLINE
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EDUCATE EDUCATE EDUCATEUSE OUTSIDE EXPERTISE | ORIENTATION FROM THE START | COMMIT TO ONGOING UPDATES |
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Build a RELATIONSHIP with your bookkeeperBY PHONE | BY EMAIL | IN PERSON | HOLD THEM ACCOUNTABLE TO YOU | COMMUNICATE YOUR EXPECTATIONS UP FRONT | BOOKKEEPERS ARE SMART BUT THEY AREN’T MIND READERS | ESTABLISH ROLES & RESPONSIBILITIES
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Create SAFEGUARDSSAFE LOG INS | DON’T GIVE YOUR BOOKKEEPER ANY CASH MANAGEMENT ABILITIES | REGULARLY CHECK YOUR BOOKS THIRD PARTY FINANCIAL RECONCILIATION
Come on in! We’re on vacation & the door’s unlocked. Please Rob us!
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THINK LIKE A NEIGHBORHOODTHE SECURITY YOU INVEST IN YOUR OWN HOME SHOULD BE EXACTLY WHAT YOU SHOULD DO WITH YOUR ORGANIZATION
Don’t Know Bookkeeper Girl Yet?
Like us & download this presentation on www.bookkeepergirl.com and click on the facebook icon
Schedule a free webinar for your organization OR even better schedule us to visit your organization
Our TeamKIM POLLARD | SCOTT POLLARD | COLETTE YETKA | STEPHANIE ROBERTS CYNTHIA URSINO | MARY POWELL | TERRI SMITH | L INDA NAYLOR
Bookkkeper Girl 2010. This presentation is copyrighted and may not be used without the expressed written consent of Bookkeeper Girl. For more information please email to admin@bookkeepergirl.com
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