Outsourcing ... What and how much?

Software. Marketing. Training. Running your business.
#1
Posts:
543
Joined:
22-May-2014 1:38pm
Location:
Texas
What resources do you use for the following (if you have them)

Engagement letters
Secure document exchange
Website
Monthly newsletter/emails

I don't want to reinvent the wheel
 

#2
Coddington  
Moderator
Posts:
2572
Joined:
21-Apr-2014 8:50pm
Location:
Fort Worth, TX
Engagement letters. Something cobbled together from my various professional employers over the years, heavily modified for my own circumstances.

Since most of my clients are CPA or other tax advisory firms, I follow their lead and use their systems. There are secure options built into Google, which is what I use.

Google.

I write these for myself. I also ghostwrite them for other firms.
-Brian

Director of Tax Accounting Methods & Credits
SourceAdvisors.com

Opinions my own.
 


Return to Business Operations and Development



Who is online

Users browsing this forum: rbynaker and 30 guests