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Running A Paperless Office

Nov 14, 2014



If you are looking into the cost of outsourcing your accounting, check this out.

  • 1.
      • Get good books every day
    • Reduce your staffing headaches
    • Cut back office cost
    • Increase positive cash flow

Gardner Tax Matt Gardner, Business Management and Tax Consultant 3920 Stockdale Hwy, Bakersfield, CA 93309 Phone (661) 322-2950 Fax (815) 301-2796 Email[email_address] 2. It costs you between $5.50 and $17.50 pertransaction to do bookkeeping in house. Every MBA will tell you that the burden rate of yourlowest paid employee is $34 to $38 an hour Recording transactions adds little value to yourBusiness but it adds alot of cost 3. You must haveGood Booksor you will ALWAYS be tired. For the first time you will have BEST Practices Well provide Guardian Angel CFO services Youll 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 problems? 4. Youre 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. reportsHow tired are you of bookkeeping problems? 5. The 24 hour business cycleFrom 9 to 7 run your business At 9AM, I do thefinal check to makesure this is actionable information Starting at 5 AM we have a retired CPA and work at home Sr. bookkeepers review all work. From 9 PM to 5 AM we doall your bookkeeping on your Accounting software.From 7 to 9 we read and name every page youre now paperless Simply drop all invoices deposits, mail etc onto your fax or scanner You take 5 Minutes every Morning to review howYoure doing 6. Your 24 hour cycle has just made you a virtual office You are now paperless You can hire remote sales people You can work from anywhere / anytime 7. Your office today In a few weeks 8. You have a virtual vault where all documents are stored 9. 3 clicks and the client can see any page. Part One: Paperless Overnight Search is easy 10. A million pages and I can see anything in one second, color coded for work flow management No file cabinets 11. 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 amPaperless 12. How we do it Step Two: Source documents Accounting softwareTask & Work Flow Manager For Best Practices Our accountants use 3 screens at one time, one hooked to your documents, the second to your Accounting software and the third to our internal task tracking system. 13. At convenience you Review & Disperse

    • Review open questions
  • from Matt

2. Read reports anddispense checks 3. Confusing bills? Your 3 clicks from seeing the original source documents Our handsome client 14. You retain total command

    • You can see exactly where your business is and drill down to any detail at any time.
    • Were 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 15. The cost? 16. Two biggest reasons to outsource 1. Bookkeeping is a never ending problem 2. The business is unfocused / low cash flow What kind of dangers What opportunities What are your strengthsProblem Solution Impact 80% 5% 15%