Process

To get started, I like to learn the way you do your accounting. The way you do it may be messy, it may not be in good form, but this is a great way for me to become familiar with your business. Once I understand the current process, I will use my skills to streamline and look for areas of improvement. I am a stickler for accuracy and efficiency, so those are often my main goals. Of course, if you like the current process I can continue doing it that way too. It is your business, it is your call!

If your business is brand new than I will just ask you question after question until I get the full perspective of your business. I will then create procedures and practices from which I will follow.

Either way, this is your business, I am here to help you succeed in any way I can!

How is VIRTUAL ACCOUNTING possible? I use the following technology:

Remote PC Access: This allows me to securely log in to your office computer and access the necessary files. I can open, change, save, print...all as if I am live in your office.

QuickBooks Online: If you run your accounting on QuickBooks, this is a great option. It allows all transaction to be completed remotely. It can be accessed from both my location and yours at any given time.

NeatReceipts: This is a great scanning & filing system. I can scan and digitally file all of your loose papers. Then either you or I can access the files at any given time.

Google Docs & Groups: These are great programs that allow file sharing, organization, and information sharing. It makes it so easy for either you or me to access the necessary files.

All the Good Old Fashion tools: And of course, there is always mail, email, phone and fax to share communications and papers.

Accounting SPOT

Accounting & Bookkeeping services for your small to medium size business. No project too big or too small. Contact me today for more information.

Certification

BA in Accounting
MBA focus in Accounting

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