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How Outsourced Bookkeeping Works
- 1. How Outsourced Bookkeeping Works
- 3. What’s the big deal with knowing your numbers?
- 11. "I STARTED WORKING WITH TODD LAY AND HIS SIMPLEBACKOFFICE BOOKKEEPING STAFF ABOUT A YEAR AGO. I HAVE A FAST PACED AND GROWING COMPANY, AND WAS IN NEED OF A TEAM THAT COULD SUPPORT MY DEMANDING NEEDS. I LIKE HOW EVERYTHING RUNS SMOOTHLY AND IS PAPERLESS. I GET MY REPORTS ON TIME EVERY MONTH AND HAVE REGULAR MEETINGS WITH MY BOOKKEEPER FOR COMMENTS AND QUESTIONS. TODD HAS ALSO SUGGESTED A FEW OTHER GREAT IDEAS I HAVE SUCCESSFULLY BEEN ABLE TO IMPLEMENT THAT HAVE RESULTED IN A MORE STREAMLINED OPERATION, SAVING ME MORE TIME. I WOULD HIGHLY RECOMMEND TODD LAY AND HIS STAFF TO ASSIST YOU WITH ANY OF YOUR BOOKKEEPING, ACCOUNTING OR PAYROLL NEEDS. PLEASE FEEL FREE TO CONTACT ME FOR ANY ADDITIONAL COMMENTS WITH MY EXPERIENCE HIRING SIMPLEBACKOFFICE." BRIAN KELLEY, PRESIDENT WIN HOME INSPECTION WINTEAM@WINSIERRA.COM TEL: 916.256.4374
- 12. All bookkeepers use Dual Monitors
- 14. Process mapping
- 18. Todd and the team at SimpleBackOffice have brought a wealth of and cost-efficiency and convenience to our company's back office workflow that I didn’t think was previously possible for such a small office/company such as ours. Supporting offices in two cities, Todd and our personal concierge, Irene, have invested significant time and resources getting to know every aspect of our work-flow and bookkeeping resource needs, and continually brings ideas to improve these aspects. I could never have hoped to find such a great team to work with, without the hassle of having to interview, hire, train, and pay an employee…even part time. In my opinion, the service provided is unparalleled in the industry. SBO has earned my business for as long as I’m in business (and they help me stay there)! With my sincerest gratitude, Michael Promes President/CTO, ServLogix, Inc. 415-480-0770 (main) michael@servlogix.com "Mind Your Business, Not Your Network"
- 27. When I first met Todd Lay I was just starting my business. I did not know how to go about setting everything up so I asked help. What would have taken me months and months to accomplish took only two months to complete. Everyone needs a “Todd” in their life! He took my vision and completely added a third dimension to it by coming up with unique idea’s that were out of the box. Todd is the person behind the scene who makes me shine. I would come up with a simple idea and he would run with it. By the time he was done with my project I was so impressed I hired him to do more. Todd’s business ethic is so personal; he is easy to get a hold of and very easy to talk to. At first I hired him for some beginning business tasks and now he has full control of the business side of my career. He gained my business, trust, and friendship. Nancy Burroughs Motivational Christian Speaker Nancyburroughs.com
- 30. Process mapping
- 34. QuickBooks Tune-Up! • Inaccurate balance sheet showing wrong assets? •Chart of Accounts does not read right •Need custom reports for business decisions •Want to track ROI on marketing efforts •Profit and Loss does not REALLY show what you did last week or month •Have not balanced or reconciled in months?
- 35. QuickBooks Tune-Up! • Inaccurate balance sheet showing wrong assets? •Chart of Accounts does not read right •Need custom reports for business decisions •Want to track ROI on marketing efforts •Profit and Loss does not REALLY show what you did last week or month •Have not balanced or reconciled in months? $149 Value
- 36. QuickBooks Tune-Up! Limited to 7 people Only $97
- 37. Special Bonus!!! Planning Meeting Includes: • 45 min 1:1 call with Todd Lay • Identifying your top bookkeeping bottlenecks • Custom tailored approaches for the business owner just starting out. • Action steps for increasing cash now!Limited to First 3 People $100 Value