| neveCPAonline™ is
a billing outsource service company for lawyers and small law firms (10
timekeepers and below) who bill clients and track time. We enter
your billing information into our computers and provide you with client
bills to mail to your clients. |
| Process
is easy... |
 |
You track your time on our forms or yours; |
|
Fax the forms to us, or provide time entered
on disk via e-mail; |
|
We enter your information into our computer
billing software; |
|
We provide you with your Work-in-Progress
(WIP, aka Pre-Bills), client statements and billing reports; and ... |
|
You approve and mail the statements to
your clients, or we can mail them directly. |
|
| We
Need from You... |
|
Cutoff Date for collecting data (time,
costs, client payments and trust information); |
|
Date each month you would like your bills
to go out by; and |
|
A copy of your letterhead so we can recreate
it as closely as possible in the billing software. |
|
| Easy Access... |
|
|
|
Messenger Service |
|
Overnight Service |
|
You choose |
|
|
| We Provide... |
|
Monthly Client Statements |
|
Monthly Past Due Notices |
|
Billing Reports that show: |
|
|
|
Summary Aged Accounts Receivable |
|
Monthly Payments Received |
|
Monthly Files Invoiced |
|
Hours Worked by Timekeeper |
|
Trust Account/Retainer Reports |
|
... and any other reports you need to
manage your practice, simply ask for reports you need. |
| Benefits
to you: |
| The Billing Process is Solved:
We have the time tracking and billing systems set up, you don't have to
reinvent the wheel. We use Timeslips® as our
billing software programs, and have a Microsoft Windows 2000 Server Network installed. |
| High Quality Output:
We use high quality laser printers (color as applicable) for all statements and billing reports. |
| Easy At-a-Glance System:
Color-coded forms, bills and reports for fast hands-on access. |
| No Hardware/Software Costs:
You don't have to pay for computer hardware or software, or the associated
repairs and upgrades as technology changes. |
| No Training or Support
Costs: You don't have to pay training costs or support costs for
your in-house employees to have access to people who "know the answers."
We are trained and know the answers when problems appear. |
| No Employee Costs:
Billing is a time-intensive process, but it doesn't make sense to have
a full-time billing clerk/bookkeeper until you have 10 or more attorneys in your
office. |
| Low Monthly Fees: A
sole practitioner can have billing services for as little as $200/month
from neveCPAonline™. |
| Tax Advantages:
Since we are an outside professional service, you can write-off all fees
paid to us on your taxes and there are no additional employee benefits
to figure. We furnish paper supplies (except forms you choose to
buy from us), and we don't take up desk space! |
| Your Growth: |
| When you grow to a point where it
makes sense to bring the billing function in-house, we can set up your
computers. neveCPAonline™ uses and is a licensed reseller of Timeslips® billing software programs. We will have your data
on our computers and can easily transport it to disk and on to your new
computers, virtually eliminating setup time. We can provide billing
cycle checklists, process forms, training for key employees and continued
support, which is critical in the initial months of operation. |
| How
the service works: |
|
... aka
the nuts and bolts
|
|
|
One Time Per Week - Your office faxes
timesheets to neveCPAonline™. |
|
One Time Per Month - Your office faxes
to neveCPAonline™ the following items: |
- Client Costs
- Client Payments
- Client
Trust Receipts (deposits); and
- Client Trust Disbursements (checks written from the trust
account). |
|
|
neveCPAonline™ enters all
timesheets,
costs, payments and trust activity into the billing system during the month. |
|
The Work-in-Progress (WIP, aka Pre-Bills)
is printed. |
|
The WIP and a list of all the cases on
the WIP is delivered to your office. |
|
Your office edits the WIP and decides
which cases to bill. Your office marks the list indicating which
cases to bill and which cases to hold, then faxes the list back to neveCPAonline™
along with any pages from the WIP that have written changes. |
|
neveCPAonline™ makes your requested changes
and prints one original (white bond), one yellow copy and one white copy
of each statement. |
|
neveCPAonline™ delivers the original and
yellow copies of all statements, plus a list of statements billed to your
office. |
|
Your office approves and mails all finalized
statements to your clients. The yellow copies are for your file. |
|
Your office faxes back to neveCPAonline™
the Statements Listing, which your office has marked with the date each
statement was mailed. If you decide to hold any statements, mark
that on the sheet as well. Your office also faxes back any bills
that need further changes made, and they are re-printed and delivered back
to you. |
|
neveCPAonline™ then finalizes or invoices
the mailed statements in the billing system. This is a specific function
within the billing program that moves the billed entries off the WIP and
places them in Accounts Receivable status. |
|
neveCPAonline™ then prints and provides billing
reports detailing the month's billing activity. |
|
|
... then the process
starts over again.
|
| Data
Ownership/Security: |
| Our service is to provide you with
your client statements on a monthly basis, and make your life easy by already
having the process down to an art. We do not own your data.
You may have backups of your data every month if you wish. Your data is
not hidden in a black hole. |
| Your data is stored on a Novell Netware or
Windows 2000 Server, with a firewall and a dual-mirrored hard
drive. If one drive fails, the other drive maintains the duplicate
data. We also back up all servers server to tape on a nightly basis. |
| Service
Pricing: |
| neveCPAonline™ calculates a flat monthly
service fee based on a number of factors that affect the process of producing
bills each month. We have provided a free
estimate form for your ease and convenience. Simply
fill in all requested information, submit the form, and we will return
our estimate in 24 - 48 working hours. |
| Service
Contract: |
| Click here
to see the full Confidentiality Agreement and Services Contract. |
| How
to get started: |
| If you've made the decision that neveCPAonline™
is the billing outsource service for you, please print out the following
forms: Firm
Information Sheet and our Confidentiality
Agreement and Services Contract and fax them to
us as (800) 887-1714, along with a copy of your letterhead and requested
cutoff and statement dates. Be sure to list a contact name and phone
number, as we will call and discuss the details of data transfer and your
specific office needs. Of course, if you have any questions,
please feel free to call us at (610) 278-8400, or toll-free at 1-888-ASK-NEVE (275-6383). |
