In this technological age where you can work remotely with almost anyone – your bookkeeper and accountant is no different
So you can catch up over email, the phone or Skype, but how do you get all those documents to your advisor when you are based in Auckland and your advisor is in Christchurch (or in my case rural Waikato). You can’t just pop round on your way past one afternoon. With all this modern technology getting data to and from your bookkeeper is easy.
So what do you do?
There a three main ways that I get data to and from my clients:
- Email – this is the ideal way for quick pieces of information and one or two documents. It is fast and the information is right at your fingertips.
- Cloud Storage – Like Dropbox or Google Drive. This option if perfect for larger volumes of documents and files. They are easy for both client and advisor to access and update. The information is instantly accessible. If you keep most of your documents in electronic form already this is the perfect option for you, it is a s simple as giving your advisor access to the relevant folders in your storage.
- Post – sending documents via good old snail mail still has it’s place. There is no point you spending hours scanning everything into the cloud just to send it to your advisor if you don’t utilise this solution yourself. Instead take 5 minutes to pop down to your local post office (or even get a courier pick up from work). A couple of key points to note if you are posting documents, make sure you send tracked with a signature required, this is usually and overnight or 3 days max service (if you are sending rural) and costs approximately $15 on the courier.
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