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Resources
The resources focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information and tools in these resources.
Chapters
1. DEALING WITH CLIENTS
2. SALES & SERVICES
3. PRACTICE MANAGEMENT
4. CLOUD COMPUTING
5. OPERATIONAL EFFICIENCY
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6. STAFFING ALTERNATIVES
7. NETWORKING
5.1. Operational Efficiency -
Digization Of Data
Accounting Professionals can take a massive step forward in efficiency by embracing the
digitization of data. Not only do you face the challenges of your own internal paperwork but
you are also responsible for your clients.
Making the switch to a paperless office may seem like an incredibly
daunting task, but taking it step by step will allow you see the benefits
immediately and motivate you to continue down this road. There are also
companies that specialize in the aiding in the process.
The first step to going paperless, is to convert your own documents to electronic documents.
With a good scanner this process is rather simple. If you do not have a scanner there are
business that can do this process for you at a very reasonable price.
Some issues arise with documents that require signatures. Service providers exist to
enable digital signatures, thus eliminating the need to print, sign and then scan a document
that required a signature. Once this is completed all paperwork can be sent and received
electronically saving an incredible amount of time.
Next, convert your fax line to a fax­to­email service. This will allow you to eliminate
unnecessary phone lines and printing. Electronic copies are also significantly easier to
integrate with digital storage devices and can be backed up so there is no chance losing
the document.
There are different services from Fax­to­email providers. Some of which only notify you
and allow you to download when necessary and others send them as attachments. That
decision is entirely dependent on the structure of your office.
Save and file receipts digitally by utilizing the camera that is built into most phones.There
are also apps that can scan and produce a PDF right from your phone.
The last step is handling the storage of accounting records. Companies exist to aid in this
process as well. Simply take the records, fill an envelope and mail in and the companies
will scan and securely store online for you. They can be accessed and downloaded at
anytime from anywhere.
Kort Mehrle
Majored in Management Information Systems and has put his schooling to
work in various tech and software companies. His passion for technology
really shines when aiding others to understand the benefits of a new
software or technology.
CLEAR BIZ
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