{"id":118504,"date":"2023-10-24t12:35:22","date_gmt":"2023-10-24t16:35:22","guid":{"rendered":"\/\/www.g005e.com\/?p=118504"},"modified":"2023-11-29t10:50:41","modified_gmt":"2023-11-29t15:50:41","slug":"tech-tips-for-back-office-support","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/24\/tech-tips-for-back-office-support\/","title":{"rendered":"tech tips for back office support"},"content":{"rendered":"
<\/strong><\/p>\n bonus: a case study with lots of specifics.<\/strong><\/p>\n by penny breslin<\/i> i love the question i get when i set up someone on back office support systems. \u201cwhat do i need to have to get this started?\u201d<\/p>\n more: <\/b>accounting tech tools to minimize your pain<\/a> | strengthen client ties with workflow tools<\/a> | understand your online marketing options<\/a> | narrow your prospects by choosing a vertical<\/a> | build your team, then choose your clients<\/a> | how back office support adds value<\/a> i tell them i need to know your name, address, phone number, ein\/ssn and your passwords. except for the guy who closed his bank account and had to have the old statements mailed to him, i run with a chromebook and make sure there is accessible wi-fi when i go onsite. if i need to collect documents that have never been digitized, i just have them download dext and start snapping pics. no paper, no pen, no mess and typically a stunned prospect who wants to become a client. see, i can\u2019t sell, so i let the technology do the selling for me.
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