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me on facebook |
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me on linkedin |
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Accountants
bill their time - ensuring your recording solution doesn’t
cost you....
Today’s
marketplace is abundant with accounting and business
management solutions thanks to advancements
in the Internet (ie. Cloud), Technology (ie. iPads)
and Communications (ie. Skype).
But what solution will do the job for you?
Depending
on your situation, I am most likely to refer you to
following products that I have tried, tested -
and have access to at the right price:
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Good
old fashioned cash book/ledger in Microsoft Excel
tailored to meet your recording & reporting
needs. |
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Download
(don’t manually type) your bank statement
data monthly into a .csv file, then freeze these
panes,
then create columns to reference income, expenses,
GST collected/paid and have YTD totals in frozen
pane top row.
Add new data to the master file and continue the
process.
Simple, effective
and low cost data capture for those operating
on a cash basis.
Email
me this file to prepare annual compliance work
or set up useful management accounting reports
to tell you a story/paint a picture about your
business or financial affairs.
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Banklink. |
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stress that your bank doesn’t reconcile again
or have to manually input another transaction into
your accounting system again!!
Banklink gets
permission from your bank to access your bank
statement data (not your account), whereby transactions
are “dumped” into their easy to use
software. All you do is put a code (describes
the transaction) next to every transaction on
the bank statement and your BAS is done.
Banklink is
the system I use for clients who I do bookkeeping
for. Now “online”, I code up the statement
with known/memorised transactions, then get you
(by phone, fax or Internet login)to fill in the
missing details = takes you about 10 minutes to
do your BAS.
Banklink data
(whilst having its own financial reports) imports
directly into my financial and tax compliance
software. As the data is already “audited”,
this significantly reduces the time it takes to
prepare end of year financial statements and tax
returns = saving you money.
With
250,000 businesses and over 4,500 accounting practices
using it across Australia, New Zealand and in
the UK, this is the perfect solution for anyone
who values their time. |
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QuickBooks. |
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As
a Reckon Professional Partner, I recommend QuickBooks
over MYOB, as it required little accounting knowledge,
has superior historical reporting and a giant
of a company supporting continual product R&D.
WARNING – crap in = crap out
= $.
If you are not an attention to detail person,
you may want to look at other software solutions,
as from my experience a bad QuickBooks file
can cost you a packet in accounting fees, no matter
how much training I give you.
Quickbooks and QuickBooks Online can do everything
your business will need, but more importantly
give us both access to live data to make management
accounting decisions.
Don’t buy this off the shelf, as I am a
Professional Partner who has access to discounted
rates that I am happy to pass on to you.
Other solutions -
As
previously identified, there is an abundance of
accounting solutions in the marketplace at present
that I am constantly reviewing,
so make sure you touch base with me before handing
over your hard earned.
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