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Running A Paperless Office
- 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 matt@gardnertax.com
- 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. 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. 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. The 24 hour business cycle You take 5 Minutes every Morning to review ‘how You’re doing’ From 9 to 7 run your business At 9AM, I do the Simply drop all invoices final check to make deposits, mail etc onto sure this is actionable your fax or scanner information Starting at 5 AM we have a From 7 to 9 we retired CPA and work at read and name every home Sr. bookkeepers page – you’re now paperless review all work. From 9 PM to 5 AM we do all your bookkeeping on your Accounting software.
- 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. Part One: Paperless Overnight Search is easy 3 clicks and the client can see any page.
- 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 am Paperles s
- 12. Step Two: How we do it 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. At convenience you Review & Disperse 1. Review open questions 2. Read reports and from Matt dispense checks 3. Confusing bills? Your 3 clicks from Our handsome client seeing the original source documents
- 14. You retain total command You can see exactly where your business is and drill down to any detail at any time. We’re 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 strengths 5% Solution 15% Impact 80% Problem