SlideShare a Scribd company logo
Neighborhood	 
Empowerment	 
Summit
Kim Pollard | Bookkeeper Girl
October 16th, 2010
Show	 Me	 the	 Money	 
Sustaining an Organization’s
Financial Health
Meet	 Bookkeeper	 Girl
Vital Statistics
Online 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 fights
the same challenges
Retail B2B Fortune	 
100
Small	 
Business
The	 Top	 5	 Mistakes
THAT IMPACTYOUR FINANCIAL HEALTH
ETHICAL ISSUES
51 2 3 4
The Case of the missing
$1000.00
fraud | financial loss | no growth
THE FEAR FACTOR
521 3 4
Ramifications
missed opportunities | financial loss | no growth
“PASS THE BUCK”
531 2 4
Doctor | Patient =
Bookkeeper | Client
THE FREE SYNDROME
41 2 3 5
Free is not always better
measure FREE the same way you would if you hired
someone to provide the service
SECURITY ISSUES
551 2 3
Unique Log Ins | Cash Management
Secured Networks
4
Our	 Solutions
To ManageYour Organization’s Financial Health
1
5
2
3
4
Put Best Practices into Place
GET ORGANIZED | HAVE STANDARDS | GET ONLINE
2
5
1
3
4
EDUCATE EDUCATE EDUCATE
USE OUTSIDE EXPERTISE | ORIENTATION FROM THE START | COMMIT TO
ONGOING UPDATES |
3
5
1
2
4
Build a RELATIONSHIP with your
bookkeeper
BY 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
4
5
1
2
3
Create SAFEGUARDS
SAFE 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!
5
4
1
2
3
THINK LIKE A NEIGHBORHOOD
THE 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
Schedulea free webinar for
your organization OR even better
schedule us to visit your organization
Our Team
KIM POLLARD | SCOTT POLLARD | COLETTE YETKA | STEPHANIE ROBERTS
CYNTHIA URSINO | MARY POWELL | TERRI SMITH | LINDA 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
This presentation was built by the team at Bravo CC. For more information on how we can help
you buildYOUR next amazing presentation contact/get to know us at:
lspears@bravocc.com | www.bravocc.com | www.facebook.com/bravocc | www.slideshare.net/bravocc

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Show Me The Money

  • 1. Neighborhood Empowerment Summit Kim Pollard | Bookkeeper Girl October 16th, 2010
  • 2. Show Me the Money Sustaining an Organization’s Financial Health
  • 3. Meet Bookkeeper Girl Vital Statistics Online Bookkeeping & Payroll Services Over 15 years in the Bookkeeping industry Offices in Denton, Dallas, Ft. Worth We pride ourselves on “Bookkeeping made simple”
  • 4. TODAY’S NON PROFIT ORGANIZATION Overwhelmed Donors Scarce Resources Increased Competition Decreased Government Assistance
  • 5. EVERY business fights the same challenges Retail B2B Fortune 100 Small Business
  • 6. The Top 5 Mistakes THAT IMPACTYOUR FINANCIAL HEALTH
  • 7. ETHICAL ISSUES 51 2 3 4 The Case of the missing $1000.00 fraud | financial loss | no growth
  • 8. THE FEAR FACTOR 521 3 4 Ramifications missed opportunities | financial loss | no growth
  • 9. “PASS THE BUCK” 531 2 4 Doctor | Patient = Bookkeeper | Client
  • 10. THE FREE SYNDROME 41 2 3 5 Free is not always better measure FREE the same way you would if you hired someone to provide the service
  • 11. SECURITY ISSUES 551 2 3 Unique Log Ins | Cash Management Secured Networks 4
  • 12. Our Solutions To ManageYour Organization’s Financial Health
  • 13. 1 5 2 3 4 Put Best Practices into Place GET ORGANIZED | HAVE STANDARDS | GET ONLINE
  • 14. 2 5 1 3 4 EDUCATE EDUCATE EDUCATE USE OUTSIDE EXPERTISE | ORIENTATION FROM THE START | COMMIT TO ONGOING UPDATES |
  • 15. 3 5 1 2 4 Build a RELATIONSHIP with your bookkeeper BY 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
  • 16. 4 5 1 2 3 Create SAFEGUARDS SAFE 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!
  • 17. 5 4 1 2 3 THINK LIKE A NEIGHBORHOOD THE SECURITY YOU INVEST IN YOUR OWN HOME SHOULD BE EXACTLY WHAT YOU SHOULD DO WITH YOUR ORGANIZATION
  • 18. Don’t Know Bookkeeper Girl Yet? Like us& download this presentation on www.bookkeepergirl.com and click on the facebook icon Schedulea free webinar for your organization OR even better schedule us to visit your organization Our Team KIM POLLARD | SCOTT POLLARD | COLETTE YETKA | STEPHANIE ROBERTS CYNTHIA URSINO | MARY POWELL | TERRI SMITH | LINDA NAYLOR
  • 19. 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 This presentation was built by the team at Bravo CC. For more information on how we can help you buildYOUR next amazing presentation contact/get to know us at: lspears@bravocc.com | www.bravocc.com | www.facebook.com/bravocc | www.slideshare.net/bravocc