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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
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
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?
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?
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.
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
Your office today




In a few weeks
You have a ‘virtual vault’ where all
     documents are stored
Part One: Paperless Overnight

                                          Search is easy




                                 3 clicks and the
                                client can see any
                                       page.
A million pages and I can see
anything in one second, color
     coded for work flow
         management




No file cabinets
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
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.
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
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
The cost?
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

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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
  • 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