how outsourced bookkeeping works
DESCRIPTION
About "SimpleBackOffice: Operates as a paperless outsourced bookkeeping company. Mission We will produce weekly key performance indicators to assist you in running a stable and successful company. Company Overview We provide weekly financial reports for small business owners, so they can run their business by the numbers. Our clients simply; fax, scan or email anything with numbers on it to us daily. Everything is received within our paperless workflow system, where our staff processes the work and updates our clients QuickBooks company file. Never lose Description We specialize in working with companies that have 2 to 11 employees and with annual sales revenues of $300k to $4M. Most of our clients are so busy making sales they are not keeping up with their bookkeeping, thus preventing them from being able to qualify for business lines of credit and other programs to assist them to scale.TRANSCRIPT
How Outsourced Bookkeeping Works
What’s the big deal with knowing your numbers?
SimpleBackOffice Production System
1. Paperless office (no more file cabinets)
2. Delegation/tracking workflow model
3. "How we do it here" employee instructions for standardizing processes.
Why paperless bookkeeping?
"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
All bookkeepers use Dual Monitors
Process mapping
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 PromesPresident/CTO, ServLogix, Inc.415-480-0770 (main) [email protected]"Mind Your Business, Not Your Network"
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 BurroughsMotivational Christian SpeakerNancyburroughs.com
Process mapping
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?
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
QuickBooks Tune-Up!
Limited to 7 people
Only $97
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
Thank you!!!800-482-5339