A detailed explanation of how we deliver "best practices" bookkeeping solutions.
Now most business owners do not want to know all the details, but in case you are wondering just how we can deliver a better experience and still cut your cost by half, here is the key to our process.
We follow a set of standards known as ‘Best Practices’ when handling all of your bookkeeping functions.
On the following pages you will see exactly how your books are outsourced. We have a distinct set of tasks that we do over the first 3, 30 and 90 days, followed by our 3 year plan to build out a ‘best practices’ business for you.
In the first 30 days…

"Hello, I'm Manal Oliver,
and I'm the president of YourBookkeepingDept.com.
Are you or your company doing your own bookkeeping? Are you spending your time, which is money, supervising when you should be running your business?
Well Stop! Let me tell you how my company can save you time and money by being your bookkeeping department. Please give me a call at 305 866 7602 and I will tell you how.
We'll give you professional service, attention to detail and exceptional customer service so you can pay attention to running your business."
1. Day One: We come to your office with one or two members of our team. The team will begin by running through a check list of technology, processes and systems that you will receive as part of our outsourcing service. This best practices list begins with…
1,a. How does the business work?
1.a.i. What do you sell?
1.a.ii. How is it delivered?
1.a.iii. How do you get paid?
1.a.iv. What are your profit margins if everything goes well?
1.b. Do you have high speed internet access in your office?
1.c. Do you have a fax or scanner? (If so we program it to send documents to the Paperless Overnight servers- if not, we get you one)
1.d. Do you have the following services in place? If not, we set them up for you
1,d.i. Paperless Overnight FTP site so you no longer have piles of paper and all the friction paper causes in a fast well run company
1.d.ii. MaxEmail account for fax and voice mail
1,d,iii. Application service provider (ASP) that hosts your QuickBooks on a secure server site – with real time back up, virus protection and security protocols in place.
2. Day two: Analyzing the type of accounts and most common transactions that occur in your business
2.a. Install and set up the QB Package to ensure we fully understand your business.
2.b. Start tracking the 100 most common events in this business. By reverse engineering the business for the past 3 months, we can create a list of 'events’ such as sales orders, inventory or payroll reports that make up the 100 most common tasks your bookkeeper needs to handle. We immediately begin documenting how these tasks are handled now, with the goal of improving any ‘event’ that is cumbersome.
2.c. Train the staff on how to make sure we get all source documents in real time
2.d. Train the staff and the owner on how to retrieve documents from the DMS (Document Management System)
2.e. Train the staff and owner on the use of page type and page assignments
3. Day three: Our staff will set up online and virtual tools to make your bill paying, on line banking and Credit cards work in real time. This allows you to have 100% control of daily cash and real time access to expense data.
3.a. On line bill pay with QuickBooks
3.b. credit card down loads, setting up the virtual office
3.c. Order entry process review
3.d. Accounts receiveable process review
4. Day four to thirty
4.a. We clarify transactions and begin the standardization process
4.b. We accomplish all data entry and bookkeeping overnight, so all accounting problems are addressed daily
4.c. We show you how to access good numbers every morning to run your business
4.d, We hold a weekly teleconference with you, to review your progress toward running a more profitable business
4.e.
We notify you once a week to log on and pay your bills, (you are the only person who can issue cash out of the company) using your secret PIN
4.f. We help you reduce your involvement with bookkeeping to less than 5 Minutes a day (The goal we shoot for)