Partnership Opportunities
Are you interested in growing your customer base?
We are currently in need of partners - local bookkeepers and accountants - because our services are delivered, not directly to the customer, but through our local partners.
A sole proprietorship or mid-sized company typically has a limited marketing budget and few channels to acquire customers. One of the services we provide is innovative and large scale marketing. Our marketing strategy is based on identifying the customer who would most likely use our services, and then using several channels to target them. As our partner we will help you grow your customer base dramatically within the first few months.
To know more about our marketing strategy, you can download our Partners Information Brochure.
Are you comfortable with technology and interested in using it to work with customers?
You might have a working system now, but it is just a matter of time before online bookkeeping services becomes the standard. More and more businesses are realizing the convenience of having their business documents delivered electronically, saving them time and money. But it is not just about exchanging documents with clients.
We have an elegant solution which encompasses document storage and indexing, process, quality, and communication. With this solution, called Sidomac, you will be able to access data and work with your virtual customer base efficiently and effectively. Most important of all, Sidomac is easy to use and makes it easy for your virtual customer to work with you.
Do you have the organizational skills to implement and follow a process?
Online bookkeeping delivery is more process intensive than on-site bookkeeping. The key to success is developing checklists for each of the different stages (eg. scanning, indexing, and transaction entry) and revisiting the checklist to improve your process.
We help you by providing the tools to set up your process, make it more efficient, and avoid common pitfalls. Our process guidelines and checklists help you deliver quality services in a timely and efficient manner. This not only makes your work much more organized and fun, but the customer sees a standardized delivery mechanism, and feels confident about the deliverables.
Would you like to cut costs and assume a managerial role?
We offer our outsourced bookkeeping services to you. This takes away a lot of the tedious work, and elevates you to the position of manager where you will be spending time doing quality checks and supervision. This also frees you up to work closely with your clients. You save money on in-house resources, office space and other expenses, which you can pass on to your clients.
Your bookkeeping will be done by a highly trained work force competent in Quickbooks, Sidomac, Simply Accounting, and other software packages. They are knowledgeable about accounting principles and tax laws for both the US and Canada. They are managed by a project lead who enforces rigorous quality measures, and implements specific communication protocols with you, making your task much easier. Our service providers are located in Canada and India.
Thus, depending upon customer preference, you have the choice of delivering your services either in-house, insourced, or outsourced.
If you answered yes to the questions above, and are interested in learning more about partnering with us, please download our Partners Information Brochure.
Here are answers to some common questions. If you have more questions go to the FAQ:
Q. Will we have to adopt your process?
A. Our process is a set of best practices and checklists. This can be adapted to the way you already work with your customers.
Q. What do we do with our existing customers?
A. You can offer your customers the option of working with you online. If they are willing to switch then they will be rewarded with convenience, cost and time savings. If not you can keep working with your existing customers the way you have been doing.
Q. What do we do with our existing staff?
A. Your staff of bookkeepers will find it a lot more convenient and pleasurable to become online bookkeepers, since they have easy access to all source documents and previous client communication with the click of a button. If you use our services to cut costs, then you will be able to train your staff to become managers and have them work with the outsourced team to expand your practice.