Go Back   CDN Business Directory > Main Category > Taxes

 
 
Thread Tools Display Modes
  #3  
Old 05-08-2004, 12:53 PM
MoneyDoctor01
Guest
 
Posts: n/a
Default Re: anyone tried outsourcing client write-up services?

- quote -

> Do you type everything in lower case all the time?

yes, but only for informal correspondence like email.

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #2  
Old 04-23-2004, 04:37 AM
MTW
Guest
 
Posts: n/a
Default Re: anyone tried outsourcing client write-up services?

MoneyDoctor01 <moneydoctor01[at]cs.com> wrote:

- quote -

> 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

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #1  
Old 04-23-2004, 04:18 AM
Wayne Brasch
Guest
 
Posts: n/a
Default Re: anyone tried outsourcing client write-up services?

"MoneyDoctor01" <moneydoctor01[at]cs.com> wrote:

- quote -

> 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

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
 
Old 04-23-2004, 04:18 AM
N Owen
Guest
 
Posts: n/a
Default Re: anyone tried outsourcing client write-up services?

oneydoctor01[at]cs.com (MoneyDoctor01) wrote:

- quote -

> 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

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
  #-1  
Old 04-22-2004, 06:54 AM
MoneyDoctor01
Guest
 
Posts: n/a
Default anyone tried outsourcing client write-up services?

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

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->
 

Tags
client, outsourcing, services, writeup
Similar Threads
Thread Forum Replies Last Post
WM5 Client Alternatives
Don Deacon: I'm using Money 2005 and have always used the Pocket PC client which does most of what I use it for. I recently upgraded my pocket device and it is...
Microsoft Money 4 05-29-2007 03:37 PM
Using client software
Anonymous: I specifically and consciously chose to use client software (rather than a web site) to consolidate my financial data. My goal was to have the data...
Microsoft Money 9 07-29-2004 07:38 PM
Should I lecture client?
Don Baaso: A fine family man appears to have developed a major gambling addition. Last year was the first time I saw W-2Gs to the tune of $6k. This year...
Taxes 8 04-13-2004 09:13 AM
Client is a gambler
julie: I have had this client for 14 years. He is great. He shows up in February and has records with supporting reciepts and logs. He always has...
Taxes 3 03-02-2004 06:32 PM
Tips on being a good client
LKYPon: I want to start a thread on tips on being a good client. Sometimes I see a post from someone complaining about their tax advisor/preparer. I think...
Taxes 4 12-24-2003 12:41 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 09:47 AM.