Comments on: How to Successfully Work Remotely With Your Clients http://www.sumsolutions.com/2010/06/25/how-to-successfully-work-remotely-with-your-clients-2/ SUMSOLUTIONS Tue, 24 Jan 2012 14:17:49 +0000 hourly 1 http://wordpress.org/?v=3.1 By: SUMSOLUTIONS | How to Educate Your Bookkeeping Clients to Give You the Information You Need http://www.sumsolutions.com/2010/06/25/how-to-successfully-work-remotely-with-your-clients-2/comment-page-1/#comment-311 SUMSOLUTIONS | How to Educate Your Bookkeeping Clients to Give You the Information You Need Fri, 11 Feb 2011 00:46:32 +0000 http://www.sumsolutions.com/?p=1481#comment-311 [...] nine systems that you want to have in place for your accounting business to run efficiently is a standard client processing schedule for your clients. Basically, you need to let them know what information they need to include in [...] [...] nine systems that you want to have in place for your accounting business to run efficiently is a standard client processing schedule for your clients. Basically, you need to let them know what information they need to include in [...]

]]> By: SUMSOLUTIONS | Communication Strategies for Working Remotely With Your Clients http://www.sumsolutions.com/2010/06/25/how-to-successfully-work-remotely-with-your-clients-2/comment-page-1/#comment-172 SUMSOLUTIONS | Communication Strategies for Working Remotely With Your Clients Tue, 07 Dec 2010 20:12:13 +0000 http://www.sumsolutions.com/?p=1481#comment-172 [...] is the cornerstone of building a successful freelance accounting and bookkeeping business. This is even more important when you’re providing your services remotely. Poor communication can [...] [...] is the cornerstone of building a successful freelance accounting and bookkeeping business. This is even more important when you’re providing your services remotely. Poor communication can [...]

]]> By: admin http://www.sumsolutions.com/2010/06/25/how-to-successfully-work-remotely-with-your-clients-2/comment-page-1/#comment-56 admin Tue, 17 Aug 2010 14:46:38 +0000 http://www.sumsolutions.com/?p=1481#comment-56 Hi Arlee! Have you heard of a wonderful company called Shoeboxed.com? They offer scanning services so you don't have to. Definitely check them out. Also, we use a remote server to host all of our QuickBooks files. When I first started offering my remote services the only QB product allowed to be hosted was Enterprise and we used a private hosting company. Now there are plenty of cost of effective solutions and my favorite is Right Networks. Hi Arlee!
Have you heard of a wonderful company called Shoeboxed.com? They offer scanning services so you don’t have to. Definitely check them out.

Also, we use a remote server to host all of our QuickBooks files. When I first started offering my remote services the only QB product allowed to be hosted was Enterprise and we used a private hosting company. Now there are plenty of cost of effective solutions and my favorite is Right Networks.

]]> By: Arlee Hoecherl http://www.sumsolutions.com/2010/06/25/how-to-successfully-work-remotely-with-your-clients-2/comment-page-1/#comment-47 Arlee Hoecherl Tue, 03 Aug 2010 22:28:01 +0000 http://www.sumsolutions.com/?p=1481#comment-47 Hi Linda. Good article. We have begun to do remote work. We are at the start of things. We too have started to offer a scanning service, and also have set some clients up on scanning. We found that scanning is also rife with problems. Scanners break down, scanning needs specific training to be effective. We use the neat scanners, and the Fijitsue scanners that can do 35 page per minute. You are completely correct.. Organize, plan plan.. Scanning introduced a whole new concept of dedicated hardware, backups just for scanning. What intrests me, is how did you deploy remote work. What model.. Ie. do you use something like logme in, which give you access to the clients computers. Or did you connect with a provider that acts as hosting the program and data. Currently we have found that Log into the client PC, means different log in and network rules so from an access point, is a bit more complex. We also use a detail client engagement that outlines every task for each client. Thanks for the excellent information. I look forward to reading more, and seeing your webinar. Hi Linda.
Good article. We have begun to do remote work. We are at the start of things.
We too have started to offer a scanning service, and also have set some clients up
on scanning. We found that scanning is also rife with problems. Scanners break down, scanning needs specific training to be effective. We use the neat scanners, and the Fijitsue scanners that can do 35 page per minute. You are completely correct.. Organize, plan plan.. Scanning introduced a whole new concept of dedicated hardware, backups just for scanning.
What intrests me, is how did you deploy remote work. What model.. Ie. do you use something like logme in, which give you access to the clients computers. Or did you connect with a provider that acts as hosting the program and data. Currently we have found that Log into the client PC, means different log in and network rules so from an access point, is a bit more complex. We also use a detail client engagement that outlines every task for each client. Thanks for the excellent information. I look forward to reading more, and seeing your webinar.

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