CPA Technology
Advisor PDF.

Hartford Business
Journal PDF.

 

 

The CPA Technology Advisor 40 Under 40 Award

 


William Gerber

Age: 36
Employer: OutSource It Business Services, LLC
Title: Managing Director of Sales & Marketing
Address: 512 Newark Pompton Turnpike,
Pompton Plains, NJ 07444

Education: Western New England College –Bachelors Degree Business Management
Professional Associations/Memberships: Coordinator of the Alternating Hemiplegia of Childhood (AHC) Foundation Connecticut Chapter, Chamber of Commence, BBB Online.
Hobbies: Golf, Golf, Golf
Spouse: Olga A. Gerber
Children: Sean 5, Shelby 2, Third baby due in 07.
 

What’s the one piece of technology that MOST helps you get through your normal workday?
For our company remote access is the technology that enables our company to exist. Remote access is a normal part of my workday at 3 different levels:

Terminal Services / Remote Desktop Connection – With employees and clients all over the United States this technology allows both to be connect to our servers. From an employee perspective remote access allows OSI to offer a full time telecommute position for bookkeepers and accountants located anywhere in the United States.

From a client perspective this also allows OSI to offer access 24x7 to our clients from anywhere they can get a broadband internet connection. Throughout the day I am remotely working with staff and clients to enable our company to deliver our virtual bookkeeping and accounting services.

GoToMeeting – From a staff perspective this technology allows OSI to train and educate employees on company procedures and the paperless environment in which our company operates.

From a client level this technology allows OSI to set up client’s office for access to our client server, setup printing on a local level, install and configure a scanner - all from a remote location.

GoToWebinar - This technology allows OSI to broadcast its message to potential clients and educate them on the way accounting & bookkeeping will be done in the future.

 

What will be the biggest change over the next five years in the ways tax and accounting firms operate?
The growth and acceptance of outsource accounting and bookkeeping for businesses of all types and sizes. This shift has already started. In the under $20M market, businesses are being educated and learning the benefits of moving away from the traditional in- house accounting staff who is usually unsupervised and not held accountable on a daily basis towards the concept of a professional firm whose only focus is the daily accounting and preparation of timely and accurate monthly financials.

"OSI is paving the way for this new industry and shaping an industry that is just the beginning to show businesses how to develop accounting policies and procedures, communicate, and track financial information. The term outsourcing is associated with offshoring, which is the transference of jobs from the United States to overseas. This is another area that i believe will change in the next five years. From the beginning, OSI positioned itself as an outsource but not offshore provider. I believe that there are uncounted numbers of qualified persons in the United States, and, with the available technologies described above, we are building a 100 percent U.S.-based workforce- all working on a telecommute basis from their homes. In the short run, foreign labor is less expensive. In the next five years, I believe that this gap will narrow as world economics change."

 

What Bill's peers had to say about him:
OutSource It Business Services was formed in 2004 by two partners, Dennis Najjar, CPA and William (Bill) Gerber, providing full-charge bookkeeping and accounting services for the small to medium business market. Bill and Dennis found that they can use technology to provide a much higer level of qualified bookkeeping service. This technology allows their business to hire U.S.-based employees anywhere in the country, allowing them to recruit the "cream of the crop" of bookkeepers available. OSI has grown to 18 employees with clients throughout the United States. The level of bookkeeping service is superior than a person "off the street" can bring because OSI provides each client with a certified bookkeeper or QuickBooks Pro Advisor that is supervised by a Controller who verifies quality.

Dennis and Bill have become en employer of choice by creating an atmosphere unlike any other. Bookkeepers are hired as full-time employees working out of a home office. Employees state that they enjoy the commitment to quality service because it enables them to excel in their positions and "show off" their skills. They also state that working in a virtual office eliminates unnecessary distractions. The attitude and culture created from the top down is an open door policy for feedback and encouragement to provide ideas for company growth.

Bill firmly believes in giving back to those who are not as fortunate as most. OSI has become a major contributor to the Alternating Hemiplegia of Childhood Foundation by donating a portion of all client fees to help with research of this rare disorder. Bill has outstanding foresight in the new age of accounting. He is a leader when it comes to creating a work environment unmatched in other companies. In return, clients get the best possible service and attention from “happy” employees.

 
 
 
 CPA Technology Advisor PDF.
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