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How Outsourced Bookkeeping Works

Prospective client paperlessoverview_v2

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SBO - 2.0 Paperless Details

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Page 1: Prospective client paperlessoverview_v2

How Outsourced Bookkeeping Works

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SimpleBackOffice 3 part production tool

1. Paperless office (no more file cabinets)

2. Delegation/tracking workflow model

3. "How we do it here" employee instructions for standardizing processes.

Taking your business paperless Overnight

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Brian Kelley"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, PresidentWin Home [email protected]: 916.256.4374

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Kimberly Reyes

Kimberly ReyesOwner/Designer

I have been working with Todd Lay and his staff just a couple of months now.  I started my business as a professional interior designer 2 years ago and it just took off!  I quickly found myself overwhelmed with all of the aspects to running a business. I was really good at attracting and working with new clients. I spend most of my day driving all over the Bay Area meeting with clients and General Contractors to create someone's perfect dream home. At the end of the day I don't have the time or energy to keep up with invoicing, and the managing of my books.

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Bookkeeping Planning Meeting

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!

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Be one of the first 5 people to register and total investment is

$50

Bookkeeping Planning Meeting

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Bookkeeping Planning Meeting

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 5 People

$50

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Request your appointment nowCall Now

916-520-8560OR

[email protected]

Bookkeeping Planning Meeting

Todd Lay, FounderDoneForYouBookkeeping.com

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New Member SpecialBe one of the first 6 people to register and total investment is

$299

$150 Down and $50 per month for 4 months.