Date post: | 14-Apr-2017 |
Category: |
Business |
Upload: | davinmccormick |
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SURF Cloud Strategy for AccountantsTony Harney
Who are we?
• Chartered Accounting Practice in Carlow• 2 Partner - 8 Staff• Relate Suite• Drive• CoSec• RAP• Corporation Tax• Personal Tax
SURF Accounts• Trust• Price• Cloud
What we haven’t done
• We have not rolled this out to every client
What we have done
• Diocese• Full Service Book keeping• Own Book keeper
Diocese
• Like a group with 50 subsidiaries• Each small and uncomplicated• Need to standardise• Need to keep costs down• Need to report to centre
• Enormous benefits to Accountant at Centre• Control• Standardisation• Correction/Amendment• Immediacy• 50 Backups – not necessary• Software up to date at all times – no incompatabilities• Cost – • Hardware - None• Software – a few Euro/month
Full Service Book keeping
• Like any other package• Client has access to Debtors/Creditors…• Access to PL/BS if sophisticated
Own Book keeper
• The Future• How to be really useful• Client does the work• We do the interpretation/advice• We know a lot of useful stuff – useful to our clients• Monthly/Quarterly Review
• Management Accounts are there at the push of a button• To be shared/discussed with client
• Monthly Billing• What we haven’t done• The Future