Making the most of your time and energy has never been more important. Cloud-based programs that can be integrated together to create one seamless system give you more of both while managing the nitty-gritty of your business.
Your bookkeeping, debt collecting, scheduling, customer details, etc can all be managed using remote technology so that your smartphone or tablet becomes an office that you can hold in the palm of your hand.
Xero
Manage your accounts, invoices and payroll with ease and convenience.
Xero combines everything you need for your accounting and payroll in one simple, easy to use program. With Xero, you have the power to print and email instant invoices and quotes on the spot and even have the ability to have clients sign off on contracts and jobs on your tablet or smart device. Track your business performance, create budgets and create reports to assist with financial forecasting.
Timely
Timely is an appointment and booking management system. Organise your business, team & clients and save time with online bookings, automated reminders & daily administration tasks. Integrates with Xero so your client database is readily accessible. Not only will it help keep you and your team on schedule, but you can also keep track of clients’ special days such as birthdays and send them a personalised message.
Receipt Bank
Eliminates the folder of crumpled up receipts and invoices by allowing you to upload a photo of the document from your smartphone or tablet while you’re on the run or you can copy and paste from emails for your paperless accounts. Receipt Bank extracts the key information from your bills, receipts and invoices, removing the need for manual data entry. Receipt Bank can then publish the data to your accounting software or it can be downloaded as a spreadsheet or used to create expense reports.
WorkflowMax
A client relationship and job management tool which includes timesheets, reporting, project tracking, invoicing and job monitoring. Track leads, proposals and sales to ensure your sales team are performing at their peak. Compare estimated and actual costs of jobs and keep account of the time your team spends on each job.
Debtor daddy
Identifies invoices coming due for payment, or those that are overdue according to your accounting software, and automatically sends reminder emails to clients. You are able to set the frequency for sending the reminders and customise the emails to show the invoice details you want, including payment terms and payment options to remove any roadblocks in getting paid.
For more advice on setting up systems to keep your business and finances on track, contact Tradies Accountant today.