Oh how we love this question!


I must admit that I get this question along with several others on a regular basis and our company, Elite Financial Firm spends a significant amount of time trying to understand and combat the thinking behind it.


So let’s dive in…..


What have we learned when speaking to potential clients and partners regarding why they think their accountant or bookkeeper should be local?

There are actually several factors. Here are some of the questions they ask.

  1. How can we do business successfully if you are not local?
  2. How can we accomplish daily tasks if you are not sitting in our office?
  3. How do I get documents to you?
  4. How secure is my data?


Let’s explore the answers to theses common questions.


  • How can we do business successfully if you are not local?
    • This one is pretty simple. Technology! Elite Financial Firm uses QuickBooks online, which is cloud based. The online version also includes an app that is highly efficient! More to come on the app later…..Imagine the possibilities that exist when you have the opportunity to collaborate with highly skilled teams instead of being limited to local talent only.


  • How can we accomplish daily tasks if you are not sitting in our office?
    • Again….another point for Technology! The thought of someone having to sit in a clients office is a very “old school” way of thinking. Technology has changed in such a way that allows clients a more innovative and creative way of doing business. Our goal is to provide our partners and clients with a virtual environment that fosters collaboration. We do that by presenting webinars, keeping in touch via email, automation, providing them with cloud based tools and by simply picking up the phone to check in on them. While we may not be sitting right next to our clients, we provide them with multiple avenues to reach us so that they always know that we are there for them.


  • How do I get documents to you?
    • Keeping with the theme…….Technology! As I mentioned earlier, QuickBooks provides an app that allows clients to simply take a picture with their phone of receipts and documents.  Elite Financial Firm clients upload this data using the app and we are able to immediately see the information. Upon receipt of the uploaded data, we move forward with processing it accordingly. Our clients are always amazed at how simple the process is!


  • How secure is my data?
    • Technology is on a winning streak! With our accounting software, QuickBooks Online, everything is encrypted with bank level 256 bit encryption! They also provide automatic backups of your data, not just 1, not even 2 but 3 backups in 3 separate places. In addition, because your data isn’t stored on your computer or server, you can continue to work if either of those sources are compromised. Overall, QuickBooks is all about ensuring your data is not only secure but that it is protected. What a great disaster recovery plan! You can checkout more details about QuickBooks security here.


In conclusion, it comes down to a mindset that feeds the thought process of                       

“we have always done it that way”.


Success comes in many shapes and sizes but one thing will always hold true.

The Same Old Thinking = The Same Old Results!


We encourage you to think outside the box and learn more about how virtual accounting & bookkeeping services with Elite Financial Firm can take your business or franchise to the next level!


Innovative, Creative & Forward thinking will not flourish in a complacent mind.

If you are ready to make a positive change for your business, then Elite Financial Firm can definitely help. The process of moving to a virtual environment will be straightforward and simple.

We have highly qualified associates with innovative solutions to help guide you through the financial maze of running your business.

When it comes to financials, we have you covered!

Give us a call at 844-512-7467 or contact us online at Elite Financial Firm