Lee Magnuson Bookkeeping has thought of everything to make your transition to virtual bookkeeping quick and easy. Below are few of the frequently asked questions.

Q: What Source documents are needed?

Deposit slips
Check register
Cash receipts
Credit card statements
Bank statements
Payroll time cards

Q: How do I transmit data?

Scan source docs and email over secure line
Fax docs directly to office
U.S. Mail
Federal Express

Q: What systems are used?

QuickBooks file kept permanently on LMB computer
QuickBooks backup transmitted over a secure line; restored on LMB computer, then transmitted back to client after work complete.
QuickBooks Online Edition
Utilizing the Remote Access software account, Lee Magnuson then works directly on client's server

Q: What reports will I receive?

Bank Statement reconciliation report
General Ledger
Profit and Loss
Balance Sheet
Payroll Summary

Q: How will we communicate?

Telephone: 707-322-5921
Email: lee@leemagnuson.com
Skype for virtual face-to-face meetings
Remote Access for desktop screen sharing
Federal Express

Q: How often should we meet?

Monthly, quarterly or annual virtual meeting to review financial statement detail with business owner and/or CPA

Q: What equipment is recommended?

PC
Operating System: Vista or Windows XP
Fax machine
PDF software (Adobe Acrobat or similar)
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