Bookkeeping * Payroll * Administrative Services * and More 
Full-time Professional Office Management-Without the Full-time Cost.
     Tuesday Tips and Tricks
          March 18, 2014

Let Off-Site Pay It For-
Off-Site Business Services can assist smaller organizations in strengthening some of their internal controls through a new web based online bill payment system. It provides a low cost solution to help small organizations who struggle with internal controls when it comes to bookkeeping and accounting.


Each business has its own email address and fax number to upload bills or other documents while each member of the organization has a separate login to perform the duties the owner assigns to them.There is a complete and automatic audit trail for each transaction. And account information is completely hidden to prevent improperly mailed checks and reduce risk of information theft.


The system uses 256-bit encryption - just like a bank with data is backed up in multiple locations and encrypted.  All vendor and bill information is synced with the customer's accounting software to eliminate double entry and then bills are automatically routed to designated approvers.


Once set up, an owner and their staff is either assigned a predefined role or customized roles can be created, depending on the business needs and the number of staff involved. There is unlimited data storage included in the monthly fee. If a business chooses to upload and have Off-Site Business Services process the payments, the fee is per document processed.


Bills can be approved for payment from an office or directly from a Smartphone or Tablet. There is no longer the need to leave signed checks in the office to pay bills while on vacation.


Cost for the program is based on the number of bills paid per month. Off Site Business Services has a unique login webpage set up through specifically for clients who wish to utilize Off-Site to pay their bills.


For more information, call 877-966-4441.


Tips for Successful Goal Setting 



When you are in charge of a small business, goal setting is incredibly important to the future of your company. Whether you are just starting out or the business has been running for more than a year, you need well-defined goals as well as a plan of action to keep you pointed in the right direction. For many small business owners and managers, it is not necessarily the lack of goals that holds them back, but the lack of a clear and productive plan. The following tips can help you to better define the goals for your company and ensure that these are followed through upon.


Delegate When you Can

First, make notes of each department within your company and what needs to be addressed by each, and then consider how you might delegate these roles to other staff or contractors. If you have staff, make sure that you use them. If not, consider delegating the completion of your tax return to a professional, and any office cleaning to a maid service. Even letting go of one job will make a big difference in the time you can spend on more pertinent tasks.



Business owners need to keep informed about their industry in order to stay on top. By attending industry conferences, taking part in business classes and talking with your peers, you will not only develop a good network of contacts but you will also be informed about new markets, new competitors and new ways to fulfill your goals. These social gatherings can also help you better define your own business goals based on the dynamic market around you.


Want more tips?  Read here.


"App"roved for Use

Every month, we will feature an application that we believe works well with QuickBooks and can do likewise for your business.


A Customer Relationship Management system that helps you stay organized while you grow your business. Method:CRM makes it easy to track conversations with customers, so your staff will actually do it. You can assign follow-ups, track next steps, share calendars and lots more. When you're organized, you and your team can stay on top of what every customer needs.


This customer relationship management app lets you create Web forms to help you get leads from your site as well as create invoices, payments, and estimates, and sync them all with QuickBooks Online. You can also use Method:CRM to build self-service portals for customers--a "My Account" area on your website--where they can ask questions, see past transactions, make payments, and print existing invoices.

Off-Site Business Services, Inc.
            Virtually Every Way to Grow A Successful Business!
 Kimberly Shannon


Refer a new client and receive a $25 VISA gift card

                                                        (after $100 of paid services).   

   Call for a free one-hour consultation.


 Like us on Facebook     View our profile on LinkedIn  

Developed by the SOAR Creative Group