Show Me The Money
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Transcript of Show Me The Money
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Neighborhood Empowerment
Summit
Kim Pollard | Bookkeeper GirlOctober 16th, 2010
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Show Me the Money Sustaining an Organization’s Financial Health
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Meet Bookkeeper Girl
Vital StatisticsOnline Bookkeeping & Payroll Services
Over 15 years in the Bookkeeping industry
Offices in Denton, Dallas, Ft. Worth
We pride ourselves on “Bookkeeping made simple”
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TODAY’S NON PROFIT ORGANIZATION
Overwhelmed Donors
Scarce Resources
Increased Competition
Decreased Government Assistance
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EVERY business fightsthe same challenges
Retail B2B Fortune 100
Small Business
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The Top 5 MistakesTHAT IMPACT YOUR FINANCIAL HEALTH
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ETHICAL ISSUES51 2 3 4
The Case of the missing $1000.00fraud | financial loss | no growth
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THE FEAR FACTOR521 3 4
Ramificationsmissed opportunities | financial loss | no growth
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“PASS THE BUCK”531 2 4
Doctor | Patient =Bookkeeper | Client
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THE FREE SYNDROME41 2 3 5
Free is not always bettermeasure FREE the same way you would if you hired someone to provide the service
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SECURITY ISSUES551 2 3
Unique Log Ins | Cash Management Secured Networks
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Our SolutionsTo Manage Your Organization’s Financial Health
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Put Best Practices into PlaceGET ORGANIZED | HAVE STANDARDS | GET ONLINE
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EDUCATE EDUCATE EDUCATEUSE OUTSIDE EXPERTISE | ORIENTATION FROM THE START | COMMIT TO ONGOING UPDATES |
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Build a RELATIONSHIP with your bookkeeperBY PHONE | BY EMAIL | IN PERSON | HOLD THEM ACCOUNTABLE TO YOU | COMMUNICATE YOUR EXPECTATIONS UP FRONT | BOOKKEEPERS ARE SMART BUT THEY AREN’T MIND READERS | ESTABLISH ROLES & RESPONSIBILITIES
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Create SAFEGUARDSSAFE LOG INS | DON’T GIVE YOUR BOOKKEEPER ANY CASH MANAGEMENT ABILITIES | REGULARLY CHECK YOUR BOOKS THIRD PARTY FINANCIAL RECONCILIATION
Come on in! We’re on vacation & the door’s unlocked. Please Rob us!
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THINK LIKE A NEIGHBORHOODTHE SECURITY YOU INVEST IN YOUR OWN HOME SHOULD BE EXACTLY WHAT YOU SHOULD DO WITH YOUR ORGANIZATION
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Don’t Know Bookkeeper Girl Yet?
Like us & download this presentation on www.bookkeepergirl.com and click on the facebook icon
Schedule a free webinar for your organization OR even better schedule us to visit your organization
Our TeamKIM POLLARD | SCOTT POLLARD | COLETTE YETKA | STEPHANIE ROBERTS CYNTHIA URSINO | MARY POWELL | TERRI SMITH | L INDA NAYLOR
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Bookkkeper Girl 2010. This presentation is copyrighted and may not be used without the expressed written consent of Bookkeeper Girl. For more information please email to [email protected]
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