You're so far away...
Can we work together remotely? Most likely, YES! I have several remote clients. Here are a few examples of how this works.
Every business has its own set of systems and its own operational needs. Contact me to discuss how we might work together – in person or remotely!
- QuickBooks Online – The administrator (most likely YOU) can add a user or accountant to grant access to your files. You can set the level of access to what feels right, depending on the work I’ll be doing.
- If you just want me to review your records in order to provide projections or year-end financials to your tax professional, you can set it to a “read-only” level.
- If you want me to do that sort of review, but be able to fix any issues I find, you would set it to a “can-edit” level.
- If you want me to do ongoing updating of the records, bank reconciliation, and financial statements, it would also need to be a “can-edit” level.
- This is true for any Cloud-based accounting software. I can help with Peachtree/Sage 50 or Dynamics GP, too.
- QuickBooks Desktop – I have a few clients who have me maintain their financial records locally using the desktop version of QuickBooks. We have shared files in EverNote, DropBox, or Drive. They upload anything new to a “To Do” folder. If most of your transactions are online, this works pretty smoothly.
- Most banks offer online bill pay services, making easy for me to handle payables.
- Most payroll providers have an employer portal, making it easy for me to process and/or record payroll.
- Invoices to customers can be emailed from QuickBooks, making it easy for me to handle receivables.
Every business has its own set of systems and its own operational needs. Contact me to discuss how we might work together – in person or remotely!