For our August spotlight, we spoke with Samuel Otto, owner of山姆大叔的会计

Sam叔叔的会计是威斯康星州海伦维尔的一家会计师事务所。该公司为企业和个人提供税收计划和准备,簿记和薪资服务。从14岁开始,山姆·奥托(Sam Otto)担任父亲小企业的簿记员。从那以后,他将这些知识授予了更多客户,以帮助他们开展业务。

您能告诉我一些关于您公司的信息吗?

My firm is still fairly small. I mostly work by myself, but I do have one part-time worker who works for me. I offer different tax services to a variety of clients, including consulting with individuals and companies. And, I offer payroll services to businesses. With the payroll, though, Patriot does so much that I basically have them do a lot of the processing.

是什么促使您开设自己的会计公司并帮助客户?

我实际上是和一个从事建筑工作的父亲一起长大的,他很小的时候就开始了自己的建筑公司。当我14岁的时候,我父亲要我接管并处理该业务的簿记。

与父亲一起工作,我意识到自己擅长会计,而且我很喜欢。因此,我决定从事会计作为职业,并获得了我的CPA。我还看到了自谋职业的自由。我想要这种自由,我想通过减轻他们的压力来帮助他人。

您什么时候开业的公司,此后如何发展?

About four years ago, I started working on my business part-time. Then, I decided about a year ago to do this full-time. In that year, I have added more clients and quadrupled my business to about 80 clients.

Some clients are payroll clients. Others are sole proprietors or partnerships with no employees. And, some clients are people who need their personal taxes done or need consulting services.

My role varies from business to business and person to person. I like the variety I have now. There are no repeats every month, and I can hand some of the more repetitive stuff over to my part-time worker.

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What surprised you most about opening and running your own firm?

最让我感到惊讶的是,客户并不是我以为他们来自的地方。有来自客户的推荐,在线推荐,我认识的人以及这样的消息来源。我确实认为这会更注重结构,因为这就是我所知道的。但是,客户来自不同的地方。

我仍然从事很多建筑业务。我约有一半的客户是建筑客户。但是,我发现一些潜在的客户并不总是出现在初次会议上。因此,我没想到的来源的推荐人很好。

在改用爱国者软件之前,您是如何处理工资单vwin彩票开户的,费用是多少?

A lot of my clients came to me within the past year, so most were set up with Patriot. Before Patriot, though, I did use QuickBooks Desktop. The costs added up. I paid $2 per direct deposit with them, not including the software cost.

I looked at banks for direct deposit, and they wanted to charge hundreds of dollars for the service. ADP reached out to me and said they could not compete with Patriot’s pricing, which is reasonably priced. And, Patriot has the option to automate the tax filing for me, so I chose Patriot.

自改用爱国者以来,您看到什么时间节省和节省的时间?

Primarily, I can do salaried and fixed costs ahead of time, and that saves me time. I don’t have to process payroll on a schedule. So, it’s a little more automated for me.

And, Patriot does the tax filing for me. I don’t have to print out and complete the tax forms anymore, so that saves me time, too. I can also monitor the tax filings, which is great.

使用爱国者软件如何更改或改善vwin彩票开户您的工资处理处理?

爱国者肯定改善了我的过程。我可以比QuickBooks接管更多的客户,因为我不必为税收申请做这样的手动过程。爱国者为我工作的方式使我的体积比以前更多。

我甚至在经纪公司的人谈了setting up a SIMPLE IRA. When I brought up Patriot, he mentioned that he loved Patriot and that I made a good choice. It was also easy to set up the SIMPLE IRA in the account.

How has Patriot Software helped you automate your payroll process for your clients?

A lot of my clients are salaried, so I can log in and run payroll for them for weeks out. I don’t have to have a set schedule for when I go into the account and run payroll. I can also log into the account anywhere at any time and run payroll if I have to.

What were some of the biggest benefits of using Patriot, and what made you decide to make the change?

The biggest benefit is that I can offer more payroll services to clients, and then take on more clients. I can provide more payroll offerings I wouldn’t have offered otherwise.

而且,爱国者有很多灵活性。对于某些客户,我完全处理他们的工资。我运行并监视它。其他客户只希望我为他们设置它,然后他们将从那里拿走。如果他们有疑问,他们只会给我打电话。我也确实监视自己自行运行薪资的客户。灵活性平衡很大。

您会告诉另一位正在考虑进行切换的会计师?

我绝对会推荐爱国者,因为这是为您的客户自动化工资单动服务的好方法。而且,与软件中的另一个团队成员一起工作很容易。它也很灵活,因此您可以让客户控制自己的一些工资单。

如果您使用该软件(用于会计),则该软件在一定程度上与QuickBooks在线和QuickBooks桌面相结合。

But, the cost savings compared to other options makes it worth it. You can pass those savings to your clients and give them a better value, too.

与Sam叔叔的会计联系:

关于爱国者软vwin彩票开户件

At Patriot Software, we’re committed to providingaccounting software and payroll这使小企业主及其会计师为自己喜欢的东西留出了时间和金钱:经营他们的业务!我们的#PatriotSpotlight客户成功故事庆祝和激发了全国各地的美国小企业主。

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