{"id":110961,"date":"2023-05-02t15:59:54","date_gmt":"2023-05-02t19:59:54","guid":{"rendered":"\/\/www.g005e.com\/?p=110961"},"modified":"2024-08-07t23:09:16","modified_gmt":"2024-08-08t03:09:16","slug":"how-to-get-back-office-support-started","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/","title":{"rendered":"how to get back office support started"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-56493\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409.jpeg\" alt=\"\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409.jpeg 648w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409-600x400.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409-424x283.jpeg 424w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>you may want someone dedicated to onboarding.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>once you have signed all the agreements and uploaded initial documents for back office support, your bookkeeper manager (bkm) steps in to connect with the client. the bkm should be on-site for one to five days depending on the size and needs of the client. at that time, the bkm obtains more documents and access points. the information is digitally stored while the bkm is on-site so that the full team has access immediately.<\/p>\n<blockquote><p><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2023\/04\/25\/start-every-engagement-with-an-sla\/\">start every engagement with an sla<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/18\/three-demos-pricing-your-value-add\/\">three demos: pricing your value add<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/12\/set-expectations-with-an-anticipatory-set\/\">set expectations with an anticipatory set<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/04\/get-the-most-out-of-your-client-meeting\/\">get the most out of your client meeting<\/a> | <a href=\"\/\/www.g005e.com\/2023\/03\/21\/why-bos-calls-for-flat-rates\/\">why bos calls for flat rates<\/a> | <a href=\"\/\/www.g005e.com\/2023\/03\/07\/four-steps-for-controlling-source-documents\/\">four steps for controlling source documents<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/28\/why-you-need-standard-naming-conventions\/\">why you need standard naming conventions<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/\">procedures require regular revisiting<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p><strong>caveat: <\/strong>being on site is <strong>not<\/strong> necessary. during the covid-19 pandemic, many firms went virtual. here\u2019s a story from five years before covid-19 that shows that virtual onboarding works just fine.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/#more-110961\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f02%2fhow-to-get-back-office-support-started%2f&amp;t=how+to+get+back+office+support+started'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f02%2fhow-to-get-back-office-support-started%2f&amp;title=how+to+get+back+office+support+started&amp;summary=you+may+want+someone+dedicated+to+onboarding.%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0aonce+you+have+signed+all+the+agreements+and+uploaded+initial+documents+for+back+office+support%2c+your+bookkeeper+manager+%28bkm%29+steps+in+to+connect+with+the+client.+the+bkm+should+be+on-site+for+one+to+five+days+depending+on'  ><img  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no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20get%20back%20office%20support%20started&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/\" title=\"email this: how to get back office support started \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-full wp-image-56493\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409.jpeg\" alt=\"\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409.jpeg 648w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409-600x400.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/11\/fourworkers_adobestock_23457409-424x283.jpeg 424w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>you may want someone dedicated to onboarding.<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>once you have signed all the agreements and uploaded initial documents for back office support, your bookkeeper manager (bkm) steps in to connect with the client. the bkm should be on-site for one to five days depending on the size and needs of the client. at that time, the bkm obtains more documents and access points. the information is digitally stored while the bkm is on-site so that the full team has access immediately.<\/p>\n<blockquote>\n<p><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2023\/04\/25\/start-every-engagement-with-an-sla\/\">start every engagement with an sla<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/18\/three-demos-pricing-your-value-add\/\">three demos: pricing your value add<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/12\/set-expectations-with-an-anticipatory-set\/\">set expectations with an anticipatory set<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/04\/get-the-most-out-of-your-client-meeting\/\">get the most out of your client meeting<\/a> | <a href=\"\/\/www.g005e.com\/2023\/03\/21\/why-bos-calls-for-flat-rates\/\">why bos calls for flat rates<\/a> | <a href=\"\/\/www.g005e.com\/2023\/03\/07\/four-steps-for-controlling-source-documents\/\">four steps for controlling source documents<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/28\/why-you-need-standard-naming-conventions\/\">why you need standard naming conventions<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/21\/procedures-require-regular-revisiting\/\">procedures require regular revisiting<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p><strong>caveat: <\/strong>being on site is <strong>not<\/strong> necessary. during the covid-19 pandemic, many firms went virtual. here\u2019s a story from five years before covid-19 that shows that virtual onboarding works just fine.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/#more-110961\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f02%2fhow-to-get-back-office-support-started%2f&amp;t=how+to+get+back+office+support+started'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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href=\"mailto:?subject=cpa%20trendlines%20:%20how%20to%20get%20back%20office%20support%20started&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/\" title=\"email this: how to get back office support started \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":4581,"featured_media":98562,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,3120,3002],"tags":[],"class_list":["post-110961","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>how to get back office support started - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how to get back office support started - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/05\/02\/how-to-get-back-office-support-started\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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