THEPAC 2014 - Colin Dunn
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TITLE GOES HERE • THEN SUBTITLE What’s your name? # Virtual Management Accounting And other product and content updates Colin Dunn
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Colin Dunn's Presentation from THEPAC 2014 in Bali - Virtual Management Accounting.
Transcript of THEPAC 2014 - Colin Dunn
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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
