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If you are interested in running your accounting department paperless and in real time let me know.
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• Get good books every day• Reduce your staffing headaches• Cut ‘back office’ cost• Increase positive cash flow
Gardner TaxMatt Gardner, Business Management and Tax Consultant
2218 Brundage Lane, Bakersfield, CA 93304
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 transactionsadds little value to your Business but it adds a lot of cost
How tired are you of problems?
You must have Good Books
or you will ALWAYS be tired.
For the first time you will have BEST PracticesWe’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 bookkeeping 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
The 24 hour business cycle
From 9 to 7 run your business
At 9AM, I do the final check to make sure this is actionableinformation
Starting at 5 AM we have aretired CPA and work athome Sr. bookkeepersreview all work.
From 9 PM to 5 AM we do all your bookkeeping on yourAccounting software.
From 7 to 9 weread and name everypage – you’re now paperless
Simply drop all invoicesdeposits, mail etc ontoyour fax or scanner
You take 5 Minutes everyMorning to review ‘how You’re doing’
Your 24 hour cycle has just made you a virtual office
You are now paperlessYou can hire remote sales peopleYou can work from anywhere / anytime
Your office today
In a few weeks
You have a ‘virtual vault’ where all documents are stored
3 clicks and the client can see any
page.
Part One: Paperless Overnight
Search is easy
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 Paperless
How we do itStep Two:
Source documents Accounting software Task & Work Flow ManagerFor Best Practices
Our accountants use 3 screens at one time, onehooked to your documents, the second to yourAccounting software and the third to our internaltask tracking system.
At convenience you Review & Disperse
1. Review open questions from Matt
2. Read reports and dispense checks
3. Confusing bills? Your 3 clicks fromseeing the original source documentsOur handsome client
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 outsource1. Bookkeeping is a never ending problem2. The business is unfocused / low cash flowWhat kind of dangersWhat opportunitiesWhat are your strengths
Problem
Solution
Impact
80%
5%
15%
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