Business Benefits:
• Work Anytime/Anywhere (Vacation, Travel)
• Not Limited by Geographic Location
• Large Potential Client Base
• Larger Workforce Pool
• Increased Client Productivity
• Flexibility
• Decrease Overhead Costs
• High Level Services to Clients AND true work-life balance

Staffing Benefits:
• No daily commute/travel
• No work attire requirements
• Anytime/Anywhere (additional vacation/travel time)
• Flexible Schedule (flex hours after priority tasks met)
• Results, Team, and Client Oriented vs Time Clock Punching
Challenges:
• Everyone is Remote – Communication and Procedures are Key!

Owner/CPA
Payroll
Manager (1
FT)
Payroll
Accountant
(1 PT) (5 PT)
Accounting
Manager (1
Review
Accountants
FT)
Admin Asst
(1 PT)
Data Entry (3
FT Contract)

#1
#2
#3:
Contract Out Data Entry
PT Acctg Manager or Review Accountant to
Mentor/Promote
Work w/ Acctg Manager to Build Team from here

Responsibilities:
• Daily Entry & Misc Projects
• NOT Responsible for Acct Decision Making & Client
Communication
Qualifications:
• Data Entry, QuickBooks, Computer Skills
• Understanding of confidentiality
• Attention to Detail
Schedule:
• Overnight 8pm to 5am
Pay:
• Wide range (US vs India)
• ~$8-12/hour

Responsibilities:
• Daily data entry review & feedback to data entry team
• Client clarifications, emails
• Month/Quarter/Annual Close Procedures & Checklist
• Maintain GL, Prep GJE’s, Bank Recs, Reporting
• Escalate issues to Accounting Manager
Qualifications:
• Accounting Degree, 2 Years Experience
• Proficient in QB, Excel, Computer Skills
• Attention to Detail, Confidentiality Minded, Excellent Client Server
Skills, Team Oriented, Results/Goal Oriented
Schedule:
• 5am-10am
Pay:
• ~$15/hour

Responsibilities:
• Staff Management
• Client Accounting Oversight
• Company Policy & Procedure Management
• Internal Review Accounting
• Software/Systems Management
Qualifications:
• Accounting Degree, 5 Years Accounting, 3 Years Management
• CPA, CMA a plus
• Macro View of Accounting, Strong Analytic Skills
• Strong Management Style and Customer Service Skills
Schedule:
• 7am-3pm
Pay:
• ~$20/hour

Benefits to Consider:
• PTO
• Health Insurance
• 401k or 401k Match
• Profit Sharing
• Home Office Reimbursement/Allowance
• Highlight & Encourage Work-Life Balance

Beyond Business Ownership/Management, Consider Areas Not to Assign/Delegate:
• High Level Client Communications
• Client Leads/Proposals
• Monthly Consultation of Bookkeeping Clients
• Coaching & Consulting
• Marketing/Advertising
• Internal Cash Flow / Budgeting / Forecasting
• Decisions Related to Software or Technologies

Staffing Systems, Checklists & Procedures:
• Recruiting/Interviewing/Hiring Checklist
• Employee Termination Checklist
• Employee/Corporate Handbook
• New Employee Training Checklist on Systems, Cloud Based
Technologies, and Internal Polices & Procedures
• New Employee Training Checklist on Client Work
• Regular Performance Reviews Scheduled w/ Pay Review
• Continued Training and Development Scheduled for Staff
• Scheduled Cross-training amongst employees for client work/coverage
• Monthly Data Entry & Review Accountant Efficiency

Management/Owner Systems, Checklists & Procedures:
• Profitability Benchmarks for Clients and Regular Review
• Lead and Proposal Templates for Potential Clients
• Organizational Chart
• Staff Work Schedule
• Master Log-In / Credential List
• Master Client List / Information
• AR & AP Policies

Client Management Systems, Checklists & Procedures:
• Policy and Checklist for Leads/Potential Clients
• New Client Implementation
• Updated Client-Bookkeeper-Data Entry Assignments
• Management of HelpFiles & Client Documentation
• Month-End Checklist
• Payroll Checklists for Processing, Quarterlies, Annual, 1099s…
• Year-End Close Checklist and Communication w/ External Tax
CPA
• Client Cancellation Checklist
• Client Changes Checklist (Fee Change, New C9 Seat QB Access change)
• Monthly Procedure to Review Company Profitability for each Client
• Annual Fee Review for each client

Q&A