Remote Bookkeeping

 

Northshore Tax Consulting Bridges the Geography Gap Online with GoToAssist

Evan Engell, President

Evan Engell, President

By Nilas Edlinger

Remember the days when stores had to take on high costs in terms of space, rent and staff to grow? Then came the Internet, making shopping more efficient and creating new entrepreneurs every day.

But what about other kinds of businesses? Sure, you can get all kinds of things on the Internet, but did you know that now more and more services are online, too? GoToAssist client Northshore Tax Consulting Limited offers one such service in the previously brick-and-mortar-based accounting industry.

Northshore’s President, Evan Engell, says his clientele was once limited to small businesses located within a one-hour radius of his office in the small town of Port Rowan, Ontario. Any prospective customers beyond that area were just too time consuming and expensive to support.

Previously, Engell had used GoToAssist to access his office computer from home, but then he had an epiphany: what if he could work on clients’ computers from the office, too? Ready to try remote support with clients, Engell did his homework and tested a few remote access tools. He decided to stick with GoToAssist Remote Support because it was simply the easiest option for his clients to set up and use in their own offices.

With the software in place, Northshore launched a remote bookkeeping service, allowing clients to share access to their computers with Northshore’s bookkeepers. And with GoToAssist, Northshore’s bookkeepers can even work on client files outside of regular business hours, so they don’t interrupt their clients’ normal workday.

Clients love the convenience of having their accounting files updated without any effort on their part, and Engell and his team can now support clients all over Canada and the U.S.

As in the case of e-commerce, what’s good for the firm is good for clients: Northshore saves money and serves more small businesses by reducing travel to client offices, and these cost savings are passed along to clients in lower fees. Remote bookkeeping has already brought in many new clients for the Northshore team of five employees.

Read the full blog here


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Requests for remote bookkeeping are increasing at a dramatic pace.  The level of service varies from client to client.

We have some clients who do the bulk of their own bookkeeping on software such as QuickBooks, Simply Accounting, or Sage 50.  They allow us to remote access into their system once a month to reconcile their banks/credit cards and prepare monthly and quarterly government remittances as required.

Other clients have us do everything.  They literally e-mail or fax us (toll free), all bills and documentation they receive by mail.  We remote access their system and enter all data, prepare payroll, invoice their clients, reconcile their banks/credit cards, etc.

QuickBooks On-line is available both in Canada and for our USA clients south of the border.

 

We do all the functions a hired bookkeeper would do but through remote access.  Our clients find this appealing as they no longer need a bookkeeper and the space taken by a bookkeeper in their office. 

 

How easy is Remote Bookeeping?

Step #1 - E-mail or Fax us your source documents toll free.

Step #2 - We connect to your computer and update your file.

Step #3 - We logout leaving your books secure, clean, and up-to-date.

 

What do you need?

1.  Bookkeeping software

2.  An internet connection

3.  Something to do with your free time

 

Our office is current on technology.  We are paperless and pride ourselves using the most up to date technology; it is the growing method for doing books.  We embrace it and encourage it. Send me an email evan@nbcl.ca and we will find the best solution for you!