Working with Remote Accountants

Working with Remote Accountants is something a lot of business people do these days. Though a few still have questions about how it works and is it right for them. I wanted to share some tips on how you can assess whether working with a remote accountant is best for you and what you should be asking them and yourselves about the process. I do understand that it is very trendy approach but with the vast technology options available in today’s business world it really is quite simple to implement. Here are the most popular questions we encounter so we’ll just approach this through a simple Q&A format.

How do you define a remote accountant? That can be a broad spectrum as well. How I am defining it here in this post is that basically it encompasses any mode of working with your accounting professional other than side by side or face to face at the same physical location.

What are the ways that we work remotely with clients? Our services are customized to meet the individual needs of our clients so we utilize a variety of tools based on their specific needs. Some of the most popular tools that we utilize in working remote with our clients are:

  1. QuickBooks Online for their accounting software so that the customer and our staff are able to work on live data at any time.
  2. GoTo Assist allows us to share our desktop or the client’s desktop with or without them being at their computer at the same time. GoTo Assist has a couple of different options depending on the client’s comfort level and needs.
  3. Dropbox allows an easy way for sharing documents between clients and staff.

There are a variety of other tools we have used for specific clients including Join.Me, Google Docs, Google Calendar, Skype, Wunderlist, Basecamp, etc.  Here is a great resource list of tools available: Check these out

What are some aspects of working remotely that I need to consider? There are a few things to consider depending on the type of service you are needing. I think most of these questions pertain to your overall needs and wants regardless if it is face to face or remote. What are the top 3 pain points you are experiencing and how can these be resolved? Does that require one time training or ongoing services? What solutions can resolve the pain points?

What are the downsides to working remotely? We don’t personally feel that there is a downside to working remotely with our clients but we have had a few over the years that liked the option of being able to sit next to you and felt that having you in the same office with them was what they personally preferred. We completely understand that and for those clients we do realize that another solution provider may be a better fit for them.

We’ve been working remotely with our clients for over 3+ years and have found it to be a very successful way to work with clients all over the US and abroad. For most of our clients, they like the fact that the work can be done remotely without incurring any travel time or fees for either party. As well, we find that productivity increases because we are not spending hours of nonvalue added time commuting. It also allows us to provide our services to clients who can live and work anywhere while we do the same.

If you have specific questions about working remotely with your accountant or with RPPC Inc, please feel free to reach out to me at any time by emailing: pam@rppc.net

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