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Virtual Management Accounting And other product and content updates

Colin Dunn

Why do you do what you do?

What help do you believe your clients

need?

What stops you from providing those

services?

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What we’ll cover

PANalytics updatesTRUST updatesNew service – Virtual Management AccountingNew services – from Growth Equation.

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4 ways to use PANalytics

Part of workflow, every client – Business Performance ReviewSelling tool – Growth EquationDelivery tool – Monitoring serviceService tool – Dashboard alerts.

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UPDATES

July 2014, v2.2

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TRUST updates

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Virtual Management Accounting

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Benefits to the client

Free up time to focus on growing businessCost savingsNo need to manage peopleBetter information to make better decisionsBetter quality advice for lower priceAlerts in real timeAccountabilityNo softwareTakes the role of accounts clerk/AP clerk/AR clerk/payroll clerk/accountant/CFO (as appropriate.)

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Opportunities

One to one – end of year financial statements meetingOne to one, any time, nurturing meetingsOne to one – TRUST assessmentAll new clients – this is how we do it hereOne to many – Clear or Cloudy seminar.

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Standard Package

Conversion to or set up on Xero, MYOB AccountRight Live, QuickBooks Online or preferred cloud accounting solution Connect accounting file to PANalyticsInitial coding of transactions and ongoing spot review to ensure accuracy of posting from bank feeds to cloud accounting solutionMonthly reportWeekly alerts serviceBatch up, reconcile and authorise receiptsBAS/GST returnsAnnual accounting/complianceTax returnsASIC annual returnAnnual meeting to present end of year financials, 3 year Business Performance Review and rough plan for new 12 months.

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Premium Package

Everything in Standard PLUS…12 monthly seasonalised budget with supporting key performance indicatorsProactive monitoring and adviceMonthly commentaryQuarterly meetings (face to face or Skype).

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Optional Extras

BookkeepingPayroll (per employee)Invoicing - $250 per month up to 50 invoices.

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Warren Seeto

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Craig Stanmore

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New services – from Growth Equation