Show Me The Money

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 [email protected]

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