Dear Eileen,
“I got the videos downloaded and have been watching them. My head is spinning with all of the information I am taking in.
When you talk about the training for your staff, I'm envious. That's been my biggest problem; no one wants to train and I have had to be self-trained, never really knowing if I'm using QuickBooks in the most efficient way.”
Signed JF June 19, 2013
Dear JF, I had this dream, long before I started recording videos, of sharing how I learned to effectively and efficiently share the bookkeeping work between members of a large bookkeeping/accounting team. We were five people, keeping records for about 30 companies.
It's all in the organization of the paperwork. If the paper is dealt with in a certain way, and everyone knows the rules, it's really easy to keep the work moving forward, no matter who has their fingers in the pot.
If there are two or three people in your office, it doesn't matter whether it's just one set of books, or thirty sets of books, if you don't have clear boundaries around how you handle the paper, life will become incredibly messy.
If that's resonating with you, talk to me. I can help with effectiveness and efficiency. You'll be reconciled, bank, AR, AP will be up to date, and you'll be able to instantly put your hands on any piece of paper in your office if you follow my system, and bring everyone else on board. It's all about setting up clear rules for the movement, entry and storage of the paper (and even if it's partly paperless, you'll still need these rules).
Signed Eileen
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