Accounting software - do you need an UPGRADE?
- Carmen Hamilton
- Sep 26, 2016
- 2 min read
It is important in business to keep ahead of the rest. That is why it is crucial to analyse your accounting procedures to see if there is room for improvement. ASK YOURSELF:-
Am I using a cloud-based platform? If not, why not?
The cloud offers so many benefits: Flexibility, security, real-time data, and the ability to work on any device or computer in any location. Mobile apps are now a "game changer" - allowing invoices to be instantly generated and emailed. A digital signature can also be obtained from the customer marking their approval.
When your teams can access, edit and share documents anytime, from anywhere, they’re able to do more together, and do it better. Cloud-based workflow and file sharing apps help them make updates in real time and gives them full visibility of their collaborations.
Do I know that my liabilities & obligations are shown accurately and are being paid on time? How could I benefit from a consultation
Signing up through a pro-advisor has many benefits. Not only do you receive professional advice on accounting principles and software setup, but you also receive exclusive features such as unlimited users. This allows for scenarios such as employees entering their own timesheets/time-billing, or setting up sales reps to have access only to sale quotes and invoicing.
Do I know how my business is performing on a regular basis?
My objective is to ensure that your accounts and company file are set up correctly, so that management reports can be reviewed and analysed on a regular basis. This allows you to effectively manage your business and move forward with making your decisions and setting goals. Turning on features such as locations, classes and custom defined fields all assist with extracting out the information you need for your business.
Are my bookkeeping & payroll processes as streamlined as they could be?
Some software is just "okay" at processing payroll, and others do a "fantastic" job at processing payroll. A facility such as the "Self Service Employee Portal" allows employees to login to enter their timesheets, view their payslips, update information and apply for leave. Electronic payments and SuperStream compliance is all done within a single module.
If we could suggest a platform costing between $15p/m-$35p/m - would you be interested?
We customise consultations to your individual needs and recommend a suitable platform. An appointment can be arranged to assist with the demonstration, subscription sign-up, creation of the company file, set up of preferences and platform training. To move forward with your decisions and work towards your goals - contact us today!
Comments