We would love to! For best results we recommend an initial discussion to assess your company, your goals and pain points, to develop a clear plan forward. The Cloud opens channels to many time saving processes and Apps for every industry, and we want to ensure we are plugging you into the best fit for your business and market. In some cases, your Advisor may be able to offer a discount by purchasing the technology directly.
Many clients face the same core challenges to varying degrees: Data entry may be poor or overly manual; concern over security of data; processes do not communicate with one another, and; too much time is wasted. Therefore, we would map out the following framework to get started and then tailor it specifically to your needs.
Data Entry: A Cloud based accounting platform, we operate on Xero and value QuickBooks, with additional automated receipt capture and publishing through Hubdoc, or Receipt Bank. Who doesn’t like the idea of taking a photo of a lunch receipt and knowing it is stored and booked by the time you get back to the office?
Payroll: We utilize Wagepoint for our practice and love the automation, and compliance features. For those that require time entry or project specific costing, Workflow Max for Xero, and Tsheets for QuickBooks and Xero have automated that process as well. Both options communicate well with payroll Apps such as Wagepoint, which in turn populates your Accounting system.
Integration is key, you want your Apps to be automated and be able to communicate seamlessly from raw data entry, through to a real-time financial statement. If you have legacy Apps that you enjoy using that may not be directly tied to a certain Cloud-based tool, there are Apps for that as well – we recommend giving Zapier a try.
We strongly encourage you to speak to an Advisor