A presentation I have given explaining the benefits of outsourcing bookkeeping work for the small business owner and aspiring entrepreneur

1. Outsourcing your Accounting & Bookkeeping Darren M. Dowdell, EA, MBA Advanced Certified Quickbooks ProAdvisor

2. Why outsource? Free up your valuable time More billable time Marketing yourself Meeting clients Doing what you enjoy, what you’re best at - why you went into business in the first place

3. Why outsource? Peace of Mind Bills paid Taxes filed Accounts balanced Stress reduced

4. Why outsource? Save money Independent Contractor, not employee No Payroll Taxes or Benefits No CPA Rates Expertise and technology As little as you need No office space required No long term commitments

5. Why outsource? You don’t know what you don’t know What company form is best? What insurance do you need? Independent Contractor vs. Employee? I know how to use Quickbooks, I think!

6. Still want to do it yourself? Quickbooks Consulting & Training Live seminars offered SBDC & BERC Instructor One to one or small group on location Online training via Remote Access …Bookkeeping & Best Practices

7. Why Me? Qualifications Degreed Accountant & MBA 25 years experience 25 current recurring clients, 100+ total Advanced Certified QB ProAdvisor* EA – IRS Enrolled Agent*

8. Advanced ProAdvisor? What exactly is a Quickbooks ProAdvisor? Pay an annual fee  ProAdvisor 54,792* Certified through testing  16,253* Advanced Certified 1,127* (3 in WNY) All 4 certifications  389* WNY’s first Found from QB software – Referral Website *as of 6/12/09

9. ProAdvisor Breakdown by Type

10. Enrolled Agent? What does the EA after your name mean? An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to “represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.” 3 Parts, 12 hours of exams from the IRS CPA’s, Tax attorneys and EA’s are enrolled tax preparers, all others unenrolled preparers.

11. How does it work? Client Relationship Free Initial Consultation, No Commitment Online Access to Bank, Cr Cards, Payroll Set up free Remote Access to Client Computer (LogMeIn) Free file transfer service (YouSendIt) Bill hourly or Flat Fee (more common) Anytime phone consultation included

12. Givers Gain Additional networking opportunities, join me on… LinkedIn facebook Twitter (@theleftbrain) Visit QuickBooks Answer Machine Blog quickanswer.wordpress.com