Valerie Dow & Tina Angell

Valerie Dow & Tina Angell

Tuesday, February 23, 2010


Virtual Assistants Help Realty Firm Stay On Track

Deborah Stafford, of Stafford Realty Group, is a realtor who until last year had not been tracking her business finances with a bookkeeping tool. She knew that to truly understand how her business was performing, she needed to put her finances into a tool like QuickBooks. However, as a busy business owner, she did not have the time to set this up, learn a new system, or keep up the ongoing maintenance. Additionally, she was facing tax season, and she needed to get her previous year’s books in order for her accountant.

Cybertary came up with a plan that would simplify her financial tracking.

First, they assisted her with purchasing and installing QuickBooks on her computer, and set up her company’s QuickBooks files. Then, Cybertary entered in all the transactions for the previous year and reconciled all the accounts. This provided her a complete picture of how her company was performing and where her money was being spent.

For ongoing maintenance Cybertary completes her monthly QuickBooks reconciliation by remotely accessing her computer. This way she always has access to the latest and greatest QuickBooks data on her computer.

All this has relieved Deborah of worrying about her bookkeeping. Tax time is so much easier now since all her reports and files are available at the push of a button. And most importantly, Deborah can see how her company is performing financially so she can make smart and timely business decisions.

Deborah had this to say about her experience - "Cybertary has really helped me get my bookkeeping in order. I now have a P&L that I can use to tell me how my business is performing. By giving Cybertary some of my 80%, I am now better able to go after my 20% areas of focus.”

Posted by Cybertary Roseville at 9:48 AM

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