how to create effective systems.
by penny breslin
it’s not just the numbers
open and clear communication is essential when you provide back office support (bos) services. you cannot take on this type of work and not stay on top of it. previous examples have shown what happens when you do it right. here’s what happens when you don’t.
more: how to craft a service level agreement | three examples: pricing your bos value add | use timesheets for productivity, not billing | revisit your back office support procedures | federated search: what it is, why it matters | accounting tech tools to minimize your pain | do your apps play well with others? | it’s ok to have favorite clients | ten questions for teamwork | yes, you can be an outsourcer
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case study: when you don’t keep up your side of the agreement
a cpa wanting to provide bos services to his clients contacted us to help with the first setup. the software of choice by the business owner was quickbooks.
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