Here are the most important factors to think about when you want to discover how to outsource your bookkeeping. The first thing to keep in mind is that business bookkeeping is going to take some serious time to research and become good at. The good news for you is that we have listed the best things you will need to think about in this post and it is a great jump start.

The first thing anyone will want to find out about how to outsource your bookkeeping is how dependable their  quick book pro is. This will be the core of all other things you do. Without this it will be very difficult to make progress with the next thing that is below.

Next you should learn about  small business bookkeeping services.  Dashboard Accounting offers payroll as well as bookkeeping. This is going to be important to your training. Using this combined with the first thing should help you get much stronger and more useful results.

Keep in mind that there are possible difficulties you could run into as you do more. One example, you could find working with a  virtual bookkeeping assistant is not easy and that may make you think twice. But don’t let this kind of thing discourage you. You must continue developing the relationship and improving.

The final item is just about the  bookkeeping accountant services.  A bookkeeper that is not an  outsource CPA is not going to be able to meet all your needs.

Not getting this step could impede your knowledge of outsource your bookkeeping beyond the basics. You may never become an expert because of never finding time to practice.

Is your learning need for information about outsource your bookkeeping or related information? Then check out post about business bookkeeping for the information you need. Really it is best if you review several blogs to give you the in depth information that will help you and enable detailed understanding of the topic. And if you want to learn a lot, look to a subject expert for information and relevant articles which should be published on a regular basis.

Dashboard Accounting is beneficial to the company that:

• Cannot afford to staff an accounting department, but recognizes the necessity of having one.
• Does their bookkeeping their self, but wants to free up time and needs help
• Has a bookkeeper but is unable to manage them.
• Needs to utilize their financial information to assist with decision-making.
• Wants to reduce costs by outsourcing the bookkeeping.

What Dashboard Accounting can do for your company:

• Function as the Accounting Department for your small or medium-sized company.
• Complete bookkeeping tasks on a daily basis.
• Assist in interpreting your financial data.
• Assist with current year budgeting.
• Assist with forecasting and strategic planning.
• Assist with tax planning and tax filing.
• Ensure a secure environment for all financial data

Dashboard Accounting Services Include:

Accounts Receivable Processing

• Record sales invoices
• Invoice customers
• Send customer statements

Accounts Payable Processing

• Process vendor invoices
• Process approved vendor payments

Payroll

• Record third party payroll
• Prepare payroll
• Prepare payroll tax returns

Reconcile Balance Sheet Accounts

Controller Services

• Supervise and review bookkeeper
• Quarterly phone consultation
• Monthly financial report package
• Monthly “Dashboard Report”
• Quarterly management letter

Control Review

• Review management internal control
• Review standard operating procedures
• Review backup procedures

When looking to outsource, not only should you look at small business bookkeeping services, but make sure you use a small business accountant.

Dashboard Accounting offers outsourced bookkeeping and Accounting for small business owners around the Cleveland/Akron area.  Call Dashboard Accounting today to see how they can help you drive your business forward!

Dashboard Accounting

330-908-0888

www.DashboardAccounting.com

A Small Business Adventure, from your small business accountant

You have a treasure map … written in code, with hidden clues – to reveal buried treasures … even in the future! In its quest, there will be obstacles, challenges – possible peril – and some digging. If you could learn to read the codes, piece together the clues, chart your course along the map, and know, in advance, the tools needed to unearth your fortune – would you do it?

Here’s your chance.

Are you sitting on a buried treasure or a ticking time bomb? At any moment, and especially in this economic climate, do you know exactly where your business stands financially, according to industry benchmarks, and how to access its future fortunes? Two experienced guides will be leading a small group of business owners to do just that. FutureQuestNow is a hands-on lab workshop where you acquire and master the skills, tools and insights to map out a 2010 Financial Plan and three year strategic plan for your business. One-to-one consulting for this assistance typically costs a few thousand dollars; in this small guided group, it costs a few hundred.

Terri Ream, President of Dashboard Accounting LLC in Macedonia, and Eileen Sass, President of Sass Accounting Services LLC in Copley – both highly accomplished CPAs presiding over successful companies, with over five decades of combined experience – have led thousands of business owners on this journey to discover financial responsibility, prosperity and autonomy. Do you have what it takes to rough the seas of change on your own? Then hop aboard and learn how.

The Treasure Map

A financial statement: do you know how to read one? A banker knows how to read its clues, see “into the future”, and decide whether or not to extend credit – and for how much – to your business. Do they see something you don’t? Learn what your financial statement reveals about your business and what you can do to make your business more attractive to lenders and investors.

The Clues

Within your reach are vital clues, pointing the way to your business’s fortune. Look for them: accounts payable/receivable, chart of expenses, taxes, payroll, bank statements, job costing, cash flow, benefits, business plan, forecasts. Do you see it now – the map to your future, your fortune? Not yet? Read on.

The Code

Look closely at the clues: they have numbers in rows and columns – encoded with a pattern to decipher the steps to your goal. We’ll give you the tools to unlock and learn the code. Like using a sailor’s sextant, you will be able to navigate a sea of financial information, to know where you are – at any given moment – and, more importantly, where you are headed.

The Perils

Scylla & Charybdis: two mythological sea monsters, perched on either side of a narrow strait of water; in trying too hard to avoid one, sailors risked the fury of the monster on the opposite side. Knowing the middle course and navigating with purpose and skill remains the way to avoid the modern perilous monsters of Ignorance & Inaction. Armed with good information, a solid plan and skillful timing, you overcome fears that might lead to the wrong action or no action.  

Your Treasure Map

At the end, you will have in your hands a personalized strategy: a 2010 Financial Plan (based on your own cash flow analysis, with ways you have identified to reduce expenses, reduce tax liabilities, and increase sales) and a three-year strategic timetable – all of which you yourself will have mapped and fully authored.

The Guides

Even the best tools are useless if you don’t know how to use them. Both Sass and Ream are CPAs, meaning they have completed hundreds of hours of rigorous training, to help people like you.

Terri Ream – (MA, BA, CPA), President of Dashboard Accounting LLC, is a dynamic Finance Executive, with broad-based experience in integrations and strategic planning, cash flow control and asset management. Formerly Director at an eighty-million dollar corporation, Ream delivers high-level skills to nurture small businesses and innovative entrepreneurs. www.dashboardaccounting.com

 Eileen Sass – (BA, CPA), President of Sass Accounting Services LLC, carries the highest certification of QuickBooks training, applying three decades of public and private accounting experience to her forensic talents. Sass consults exclusively as an Advanced QuickBooks ProAdvisor (no tax preparation or financials), to a variety of industries, making tax preparations more efficient, less costly – and without surprises! Sass specializes in setting up, then training, businesses to optimize their bookkeeping and accounting systems, using QuickBooks. Let your books go too long? Sass does clean-ups, too. www.sassaccountingservices.com

FutureQuestNow

Forecasts, Finances & Fortunes

$350

Two 3-hour workshops or one 5 hour seminar

The series starts in November 2009.

 Attendance is limited so make reservations early.

for more information, call-email-or visit:

330.908.0888

info@FutureQuestNow.com

www.FutureQuestNow.com

www.SassAccountingServices.com

www.DashboardAccounting.com

Why should small businesses outsource bookkeeping? Because most of them don’t have a dedicated Chief Financial Officer or Controller on staff, so they rely on the accounting done at the year-end.  At Dashboard Accounting, a small to mid-sized business gets to see their accounting information daily. This means no more waiting to get your information from your accountant putting you at least a month behind. When data errors are not caught and rectified within a short period of times, days (or weeks) of detailed backtracking may be required to fix the mistakes. If errors go uncaught and unfixed, by the time they are caught they might be too big to fix. A simple error could end up being an expensive error with the amount of hours wasted to backtrack, possibly hiring an outside contract specialist, and/or legal or taxation problems.

A solution has been created from Dashboard Accounting. They want to be the small business accountant department. They offer book keeping service, payroll services, QuickBooks training, controller services, and much more. There is an on board CPA, Staff Accountant and Quick book Pro Advisors.

Contact Dashboard Accounting today and see how they can help drive your business forward!

Dashboard Accounting offers a variety of QuickBooks accounting solutions. At Dashboard Accounting there are two QuickBooks Pro Advisors who are more than happy to help with anything that they can. Here are a few simple QuickBooks Tips.

941

Do not pay your payroll liabilities from the “Write Checks” window. Use the “Pay Liabilities” window. If you use the Write Checks window, when you print out your 941, it will not reflect any payments that were made this away.  If you use the Pay Liabilities for all of your tax needs, it will ensure that all payments made will reflect on not only the accounts correctly, but also on reports.

Passwords

To password protect your data; simply start by clicking on the Company in the menu bar, then Set up Users. Here you will set up a password for the main account (Administrator). If there are multiple users of this QuickBooks file, then you can set up user accounts with separate passwords and with different levels of access. Once a password is created, make sure you keep your password in a safe place, just in case you forget it.

Back UP

Backing up your QuickBooks Data is very important and very easy to do. First click on the file, and then click on Back Up. Choose the location where the file will be backed up (Floppy Disk, Flash Drive, CD), then Click Back Up. That’s it, you’re done!

These tips can be used with all QuickBooks accounting software (QuickBooks Pro, QuickBooks Premier, QuickBooks Payroll, ect.).

If you have any questions or concerns, contact Dashboard Accounting.  Our outsourced bookkeeping service will Drive Your Business Forward!