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Running A Paperless Office
1. Get good books every day
Reduce your staffing headaches
Cut âback officeâ cost
Increase positive cash flow
Gardner Tax
Matt Gardner, Business Management and Tax Consultant
3920 Stockdale Hwy, Bakersfield, CA 93309
Phone (661) 322-2950 Fax (815) 301-2796 Email matt@gardnertax.com
2. It costs you between $5.50 and $17.50 per
transaction to do bookkeeping in house.
Every MBA will tell you that the âburden rateâ of your
lowest paid employee is $34 to $38 an hour
Recording transactions
adds little value to your
Business but it adds a
lot of cost
3. You must have
Good Books
or you will ALWAYS be tired.
For the first time you will have BEST Practices
Weâll provide âGuardian Angelâ CFO services
Youâll take just 5 minutes a day to manage your
business by the numbers
Bookkeeping has little value but good books, used
wisely will lead to wealth and positive cash flow.
How tired are you of problems?
4. Youâre only 3 steps away from
getting a giant load off your
shoulders.
Step One: Dump your mail, deposit slips and sales orders into your fax
or scanner. This allows us to see all your transactions in PDF format.
Step Two: Link your accounting software to our secure servers, so we
can enter the details. (We do the tech.)
Step Three: One to Five times a week, spend 5 Minutes on line,
reviewing your invoices and cash flow. You are the only one who can
issue payments so you must log on for that task each Friday.
Keep your CPA for taxes and govt. reports
How tired are you of bookkeeping problems?
5. The 24 hour business cycle
You take 5 Minutes every
Morning to review âhow
Youâre doingâ From 9 to 7 run your business
At 9AM, I do the Simply drop all invoices
final check to make deposits, mail etc onto
sure this is actionable your fax or scanner
information
Starting at 5 AM we have a
From 7 to 9 we
retired CPA and work at
read and name every
home Sr. bookkeepers
page â youâre now paperless
review all work.
From 9 PM to 5 AM we do
all your bookkeeping on your
Accounting software.
6. Your 24 hour cycle has just made you a virtual office
You are now paperless
You can hire remote sales people
You can work from anywhere / anytime
8. You have a âvirtual vaultâ where all
documents are stored
9. Part One: Paperless Overnight
Search is easy
3 clicks and the
client can see any
page.
10. A million pages and I can see
anything in one second, color
coded for work flow
management
No file cabinets
11. Paperless Overnight
3 clicks and 1 second and I can see any page in my file cabinet
No stacks of paper around
No lost pages
No files to suck up floor space
I am
Paperles
s
12. Step Two:
How we do it
Source documents Accounting software Task & Work Flow Manager
For Best Practices
Our accountants use 3 screens at one time, one
hooked to your documents, the second to your
Accounting software and the third to our internal
task tracking system.
13. At convenience you Review & Disperse
1. Review open questions 2. Read reports and
from Matt dispense checks
3. Confusing bills? Your 3 clicks from
Our handsome client seeing the original source documents
14. You retain total command
You can see exactly where your business is and drill down to any detail at any time.
Weâre open 24 / 7 / 365
You have access from any where
(home, office, client service call âŠ)
You are the only one who can dispense money.
You are the commander.
Our handsome client
16. Two biggest reasons to outsource
1. Bookkeeping is a never ending problem
2. The business is unfocused / low cash flow
What kind of dangers
What opportunities
What are your strengths
5%
Solution
15%
Impact
80%
Problem