Outsourcing your Accounting & Bookkeeping

Outsourcing your Accounting & Bookkeeping

Darren M. Dowdell, EA, MBAAdvanced Certified Quickbooks ProAdvisor

Why outsource?

Free up your valuable timeMore billable timeMarketing yourselfMeeting clientsDoing what you enjoy, what you’re best at - why you went into business in the first place

Why outsource?

Peace of MindBills paidTaxes filedAccounts balancedStress reduced

Why outsource?

Save moneyIndependent Contractor, not employeeNo Payroll Taxes or BenefitsNo CPA RatesExpertise and technologyAs little as you needNo office space requiredNo long term commitments

Why outsource?

You don’t know what you don’t knowWhat company form is best?What insurance do you need?Independent Contractor vs. Employee?I know how to use Quickbooks, I think!

Still want to do it yourself?

Quickbooks Consulting & TrainingLive seminars offeredSBDC & BERC InstructorOne to one or small group on locationOnline training via Remote Access…Bookkeeping & Best Practices

Why Me?

QualificationsDegreed Accountant & MBA25 years experience25 current recurring clients, 100+ totalAdvanced Certified QB ProAdvisor*EA – IRS Enrolled Agent*

Advanced ProAdvisor?What exactly is a Quickbooks ProAdvisor?

Pay an annual fee ProAdvisor 54,792*Certified through testing 16,253*Advanced Certified 1,127* (3 in WNY)All 4 certifications 389*WNY’s firstFound from QB software – Referral Website*as of 6/12/09

ProAdvisor Breakdown by Type

68%

30%2% 1%

ProAdvisors

ProCert ProAdv ProAll 4

Enrolled Agent?What does the EA after your name mean?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to “represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.”3 Parts, 12 hours of exams from the IRSCPA’s, Tax attorneys and EA’s are enrolled tax preparers, all others unenrolled preparers.

How does it work?Client Relationship

Free Initial Consultation, No CommitmentOnline Access to Bank, Cr Cards, PayrollSet up free Remote Access to Client Computer (LogMeIn)Free file transfer service (YouSendIt)Bill hourly or Flat Fee (more common)Anytime phone consultation included

Givers Gain

Additional networking opportunities, join me on…

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