Running A Paperless Office


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

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Running A Paperless Office

  1. 1. <ul><ul><li>Get good books every day </li></ul></ul><ul><ul><li>Reduce your staffing headaches </li></ul></ul><ul><ul><li>Cut ‘back office’ cost </li></ul></ul><ul><ul><li>Increase positive cash flow </li></ul></ul>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. 2. 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 transactions adds little value to your Business but it adds a lot of cost
  3. 3. You must have Good Books or you will ALWAYS be tired. For the first time you will have BEST Practices We’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 problems?
  4. 4. 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 How tired are you of bookkeeping problems?
  5. 5. The 24 hour business cycle From 9 to 7 run your business At 9AM, I do the final check to make sure 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 do all your bookkeeping on your Accounting software. From 7 to 9 we read and name every page – you’re now paperless Simply drop all invoices deposits, mail etc onto your fax or scanner You take 5 Minutes every Morning to review ‘how You’re doing’
  6. 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. 7. Your office today In a few weeks
  8. 8. You have a ‘virtual vault’ where all documents are stored
  9. 9. 3 clicks and the client can see any page. Part One: Paperless Overnight Search is easy
  10. 10. A million pages and I can see anything in one second, color coded for work flow management No file cabinets
  11. 11. Paperless Overnight <ul><li>3 clicks and 1 second and I can see any page in my file cabinet </li></ul><ul><ul><li>No stacks of paper around </li></ul></ul><ul><ul><li>No lost pages </li></ul></ul><ul><ul><li>No files to suck up floor space </li></ul></ul>I am Paperless
  12. 12. How we do it Step Two: Source documents Accounting software Task & 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. 13. At convenience you Review & Disperse <ul><ul><li>Review open questions </li></ul></ul><ul><li>from Matt </li></ul>2. Read reports and dispense checks 3. Confusing bills? Your 3 clicks from seeing the original source documents Our handsome client
  14. 14. You retain total command <ul><ul><li>You can see exactly where your business is and drill down to any detail at any time. </li></ul></ul><ul><ul><li>We’re open 24 / 7 / 365 </li></ul></ul><ul><ul><li>You have access from any where </li></ul></ul><ul><li>(home, office, client service call …) </li></ul><ul><ul><li>You are the only one who can dispense money. </li></ul></ul><ul><ul><li>You are the commander. </li></ul></ul>Our handsome client
  15. 15. The cost?
  16. 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 strengths Problem Solution Impact 80% 5% 15%