anyone tried outsourcing client write-up services?


M

MoneyDoctor01

i'm not talking india. i'm a solo cpa who had given up small
business accounting because it was too many headaches for
too little compensation. i have a nice practice focusing on
tax, financial and estate planning, but am looking to
generate more revenue using the e-myth business model
(others do the work). i'm thinking in terms of a virtual
office where i do the marketing and supervision of small
business accounting and having stay at home mom's (with
accounting and bookkeeping backgrounds) do the monthly work
on a flat fee per account basis in their own homes. anyone
tried this approach, successfully or otherwise. can
quickbooks be used efficiently or should specific write up
be employed. thanks for any insights from those that have
been there, done that.

peter
 
Ad

Advertisements

N

N Owen

i'm not talking india. i'm a solo cpa who had given up small
business accounting because it was too many headaches for
too little compensation. i have a nice practice focusing on
tax, financial and estate planning, but am looking to
generate more revenue using the e-myth business model
(others do the work). i'm thinking in terms of a virtual
office where i do the marketing and supervision of small
business accounting and having stay at home mom's (with
accounting and bookkeeping backgrounds) do the monthly work
on a flat fee per account basis in their own homes. anyone
tried this approach, successfully or otherwise. can
quickbooks be used efficiently or should specific write up
be employed. thanks for any insights from those that have
been there, done that.
Peter-I'm a self-employed bookkeeper and I do the client
write-up for an EA. I handle about 20 of his clients
(besides several clients of my own who use other EA's or
CPA's), with various degrees of activities - some I complete
their payroll quarterlies, w-2's, 1099's, etc along with
their financials. Others it is strictly a once or twice time
of year that I get plastic grocery sacks full of receipts &
bank statements! I use QB for all of this write-up and it
works great!

Just thought you might like input from other side!
Good Luck,
Nancy
N Owen
To reply, please change "ONE" to numeral
 
W

Wayne Brasch

MoneyDoctor01 said:
i'm not talking india. i'm a solo cpa who had given up small
business accounting because it was too many headaches for
too little compensation. i have a nice practice focusing on
tax, financial and estate planning, but am looking to
generate more revenue using the e-myth business model
(others do the work). i'm thinking in terms of a virtual
office where i do the marketing and supervision of small
business accounting and having stay at home mom's (with
accounting and bookkeeping backgrounds) do the monthly work
on a flat fee per account basis in their own homes. anyone
tried this approach, successfully or otherwise. can
quickbooks be used efficiently or should specific write up
be employed. thanks for any insights from those that have
been there, done that.
Do you type everything in lower case all the time?

Wayne Brasch, CPA, M. S. Taxation
 
M

MTW

MoneyDoctor01 said:
anyone
tried this approach, successfully or otherwise.
I farmed out bookkeeping work as you described years ago
(before widespread use of computers, actually) but
eventually gave it up (as per the second sentence of your
message). Too many problems with quality of work and/or
reliability of workers.

MTW
 
Ad

Advertisements

M

MoneyDoctor01

Do you type everything in lower case all the time?

yes, but only for informal correspondence like email.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top