Affiliate FAQs
- Does the SureBooks staff interact directly
with my clients?
- How does my client get their information to
SureBooks?
- Do my clients need to know anything about the
SureBooks?
- What if a prospective client already has
accounting software?
- What if a prospective client already has an
accounting department in their office?
- Since SureBooks keeps a set of books separate
from my client's in-house software, how are the 2 reconciled and/or
combined?
- Does SureBooks staff edit my client's books
directly?
- Can SureBooks work with PeachTree, Great
Plains, MAS 90 and other accounting software?
- What back-end accounting software does
SureBooks use to keep the books in the SureBooks System?
- Can the SureBooks staff clean-up my client's
current books and then do the bookkeeping from that point
forward?
- My client wants to keep their own books and
just have me check them and clean them up. Can SureBooks help
me with that?
- My client wants to have the most current
books on his computer. Can SureBooks do that?
- Can SureBooks work from a Chart of Accounts
that I (as an Affiliate) specify?
- How does SureBooks differ from other
bookkeeping outsourcing companies?
- What are the benefits to my clients in using
the SureBooks system (thru me) rather than keeping their own books
or using a bookkeeper?
- What technology do I need to be an
Affiliate?
- What level of technical expertise do I need
have to be an Affiliate?
- Is there training and support from
SureBooks?
- Do I have an assigned support person at
SureBooks?
- I charge my clients a lot of money to "fix"
their QuickBooks problems. Why would I want to use SureBooks
instead?
- How to I make money from being a SureBooks
affiliate?
- Is tax preparation included in the SureBooks
service?
- Can I take your tax preparation and resell it
to my client as my own?
- Do I bill my clients or does SureBooks
bill the clients?
- Is my client's information secure?
Does the SureBooks
staff interact directly with my clients?
- Our Affiliates are the only people that interact directly with
the clients. Think of SureBooks as your "back-office" staff
that does all the hard bookkeeping work while you focus on your
clients needs.
How does my client
get their information to SureBooks?
- Since we never work with your client directly, your client will
send you the monthly information and you (the Affiliate) will
upload the info into our easy-to-use SureBooks system. All
you need is a computer, high-speed internet connection, and a
scanner.
Do my clients need
to know anything about the SureBooks?
- No. Since you are the interface with the client, they
don't need to know that your back-office is SureBooks. They
only know you are providing tremendous service at a very low
cost.
What if a
prospective client already has accounting software?
- Many clients use software like QuickBooks in their businesses,
but in most cases they use it very poorly. SureBooks is
designed to allow you to provide a "perfect" set of books that is
always maintained and accurate.
- Most clients use their software for accounts payable, accounts
receivable, and a checkbook. We can take that info and use
SureBooks to make a setup of books that are useful.
What if a
prospective client already has an accounting department in their
office?
- An Affiliate using SureBooks can offer tremendous value to this
type of client. Often businesses are dependent on people that
are not competent, but are the only ones who "know the
books". Our Affiliates can offer world class bookkeeping
without the fear of losing that expertise and having to start
over.
- While you keep the General Ledger using SureBooks, you client
can continue to do accounts payable and account receivable
in-house.
Since SureBooks
keeps a set of books separate from my client's in-house software,
how are the 2 reconciled and/or combined?
- Using SureBooks, there is no need to synchronize the
books. The client will receive a full set of financial
statements each month, and you will be able to supply your clients
with special reports generated by SureBooks.
Does SureBooks
staff edit my client's books directly?
- No. The client's books are kept on the SureBooks
servers. This allows you to provide consistent service to all
your clients.
Can SureBooks work
with PeachTree, Great Plains, MAS 90 and other accounting
software?
- We work with our Affiliates to pull reports and information
from a clients accounting software and then enter it into the
SureBooks system. We do not provide files back to the clients
in those program formats.
What back-end
accounting software does SureBooks use to keep the books in the
SureBooks System?
- We use QuickBooks Enterprise as our back-end accounting
software.
Can the SureBooks
staff clean-up my client's current books and then do the
bookkeeping from that point forward?
- We work with you to take the clients current books and extract
the critical information to be entered into the SureBooks
system. From that point forward, the client will have their
General Ledger kept by you and SureBooks.
My client wants
to keep their own books and just have me check them and clean them
up. Can SureBooks help me with that?
- No. The SureBooks system depends on us keeping a set of
up-to-date, accurate books. It takes less time and costs less
money to do it this way then to have to clean-up a clients
books.
My client wants
to have the most current books on his computer. Can SureBooks
do that?
- No. The General Ledger is kept on our servers.
However, if they ever need information, they can work through the
Affiliate to get the info they need right away. Also, the
client can continue to do Accounts Payable, Accounts Receivable,
and their check registers on their office computers if they
wish.
Can SureBooks
work from a Chart of Accounts that I (as an Affiliate)
specify?
- No. SureBooks has a well defined Chart of Accounts that
allows us manage a world-class set of books. By maintaining a
standard Chart of Account across all Affiliates and clients, we
able to offer our service at low cost and high quality.
How does
SureBooks differ from other bookkeeping outsourcing
companies?
- SureBooks is a full service bookkeeping company for our
Affiliates. We provide you with a complete system that
includes document management, accounting software, and web-based
tools. Our service also includes bookkeeper and account
reviews, as well as tax preparation. You job as the Affiliate
is to act as the interface with your client and provide them high
value services while we handle all the back-office issues.
What are the
benefits to my clients in using the SureBooks system (thru me)
rather than keeping their own books or using a
bookkeeper?
- You will be able to provide a world-class set of books that
your clients know is accurate and up-to-date. Since the
SureBooks system does not depend on one person, but instead uses a
team of people, your clients no longer need to fear losing their
bookkeeper.
What technology
do I need to be an Affiliate?
- You need a computer connected to a high speed internet
connection (DSL, Cable, T1, etc.). You will also need a good
scanner to scan paper documents from your clients into the
SureBooks System.
What level of
technical expertise do I need have to be an Affiliate?
- You will need basic computer skills to use our web-based tools
and to scan documents.
Is there training
and support from SureBooks?
- Absolutely. We train you in how to use the SureBooks
tools and then work closely with you as you add your first
clients. As you add clients, the SureBooks team is always
there to provide support.
Do I have an
assigned support person at SureBooks?
- Yes. You will have a service representative that can help
you with operational, technical and bookkeeping issues.
I charge my
clients a lot of money to "fix" their QuickBooks problems.
Why would I want to use SureBooks instead?
- Using SureBooks will allow you to create a consistent monthly
revenue stream from your clients. It will also allow you to
focus on higher margin services that you can provide to your
clients.
- It will also greatly increase customer satisfaction since you
will not be focused on "problems" but will be providing a complete,
accurate set of books each month.
How to I make
money from being a SureBooks affiliate?
- You will charge your clients a monthly fee for bookkeeping
services. This will provide you a consistent monthly revenue
stream. The fees are split 50-50 with SureBooks
- Adding many clients will not increase your headcount or require
new office space. This means your business can grow a large
as you want without increasing overhead.
Is tax
preparation included in the SureBooks service?
- We will provide a tax return for each client.
Can I take your
tax preparation and resell it to my client as my own?
- You may resell that tax return to your client.
Do I bill my
clients or does SureBooks bill the clients?
- SureBooks will auto-debit the clients banking account for
monthly fees (or charge a credit card). We will then send the
Affiliate their split of the fee monthly.
Is my client's
information secure?
- We have dozens of safeguards in place to secure your clients
information.