The next step in setting up for remote bookkeeping is a meeting by phone (or Skype). We will discuss the process, based on your requirements.
1. How many bills do you pay each month? Do you pay by check, EFT, debit card, or credit card?
2. How many invoices do you send out each month? Do you send by USPS, email, or fax?
3. Do you have employees? Do you run your own payroll or use a service like Paychex?
4. Do you collect sales tax?
5. Does your bank have an electronic feed to QuickBooks?
More in the next installment, including how it all works for your business.