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Featured Technology

3 Amazing Website Themes For Cloud Accountants

By | Featured Technology, Marketing Tips, Resources, Technology | No Comments

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In this day and age there is no need to redesign the wheel when you want to build an amazing  website for your amazing cloud accounting practice.

Simply install WordPress which is a free universal website platform and then install a theme to brand as your own.

If you are looking to have a website built for your business then drop us a line on 01392 247207 or email contact us here but in the mean time check out these amazing templates that wont break the bank.

Accounting – WP Business theme for Accountants. Click here to see this theme live

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The all new Accounting theme is a WordPress business theme. Perfectly suited for your Accounting, business, consulting or financial company. Bring your clients closer to you! With Visual composer, revolution slider, multi-language ready and advanced admin panel it can be used for any kind of business but and with excellent support you cannot go wrong.

There are even 6 preloaded and pre coded styles to get you up and running in no times.

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Building your themes will be a breeze, give it a go!

Adviser | Finance & Accounting WordPress Theme. Click here to see this theme live

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For those financial companies who wish to establish reputation of trust with their clients, we crafted Adviser WordPress Theme based on clean business design that will perfecftly match their brand. The theme is perfect for firms who provide financial, investment, tax-related or legal help. The layout offers comprehensive staff presentation and full service description. Along with that, we have build a recruitment page containing latest hiring announcements, where potential employees may send their applications right away. And for your clients’ comfort, we’ve integrated lease calculator they can use before making an appointment.

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WooCommerce ready, full shortcodes and widgets pack, numbers of plugins compatibility – the comfortable and user-friendly functionality will be appreciated not only by the website’s visitors, but also by the company’s owners, since the business operation becomes so much easier with Adviser!

 

Partner – Accounting and Law Responsive WordPress Theme. Click here to see this theme live

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Partner is perfect for professional services and consulting businesses to elevate their online presence.

Ideal for law firm and accounting practice websites, Partner strikes a the balance between personality and professionality.

Packed with an array of colour schemes, font options, icon packs and layouts, Partner makes it quick and easy to build a professional site that fits your brand.

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Of course, Partner includes Visual Composer, allowing you to quickly and simply assemble pages and edit content to shave hours off the development time of your next project – without sacrificing code cleanliness and readability.

Partner suits any consultancy firm, from a full-size legal practice to a single lawyer, financial firms specialising in tax, accounting, high finance and capital investment. Human Resources (HR) companies and recruitment agencies will also fit right into Partner’s friendly, professional style.

If its time to revamp your current cloud accounting website with a pure focus of lead generation then make sure to contact us today to learn more on 01302 247 207 or email us at info@cloudaccountant.today

Float – The software making cashflow forecasting simple

By | Featured Technology, Practice Technology, Technology, xero | No Comments

 

Meet Float – a delightfully simple and award-winning cashflow management software that automates your clients cash forecasting saving them and you hours of time each month.

Founded in 2011 by CEO Colin Hewitt, Float has been at the cutting edge of cashflow forecasting and making Xero, Freeagent and Quickbooks users life simpler and more productive by helping businesses keep on top of their cash flow.

We managed to catch up with the Float team to ask them a few questions…

Tell us a little about yourself

FL: We’re based in Edinburgh with a team of 10 and we’ve been around since 2011. We now integrate with three accounting platforms: Xero, FreeAgent and QuickBooks Online.

Tell us a little about your tech firm and why you started it?

FL: Float is cash flow forecasting software for business owners, finance departments and business advisors. We integrate seamlessly with QuickBooks Online, FreeAgent and Xero to give you an easy-to-understand but powerful tool that provides an accurate, real-time view of your bank balance next week, next month, next year and beyond.

Colin Hewitt started Float after having run a digital agency and experienced the pain of trying to manage a cash flow spreadsheet. Realising that there had to be a better way, Colin started to build Float.

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What are the main features of your tech services?

FL: Set budgets for expected cash – in Float, you can create budgets (placeholders) for cash you expect to pay or receive, even if there are no bills or invoices associated with them yet.

Giving you control – Float makes intelligent projections based on the due dates on your bills and invoices. You then have further control to manually update that data to better reflect what’s actually happening.

Always up-to-date – Float’s seamless integration with your accounting software means that your forecast will always be up-to-date.

Easily share your forecasts – Add your accountant, employees or investors as users to simply share your forecasts online. Or just export your forecast as a PDF and send it to them.

No number goes unexplained – With Float you can drill into the detail behind the numbers and make notes, meaning you’re never more than a click away from completely understanding your numbers.

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What key benefits do you consider that your tech offers to people thinking about using it?

FL: Benefits for accountants and bookkeepers: We offer a partner programme that comes with a free account for your own practice, 40-80% off the cost of Float for clients, a dashboard to view all client companies and complementary client training.

Cash flow forecasts business owners can understand and use – Simple cash flow forecasting for small business owners, and you don’t have to be an accountant to use it.

Manage your short term cash flow Float forecasts when cash will move in and out of your account based on data from your accounting software. You can now predict what your bank balance will be at any point in the future. Stop lying awake at night, and wrap yourself in bedsheets, not spreadsheets.

Forecast the longer term – Float helps you answer difficult questions about the future, such as ‘What will happen to my bank balance if sales increase/decline over the next 6 months?’ or ‘Should I buy or lease the new company car?’

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Does your tech firm focus on any specific sectors or industries?

FL: Our users come from a wide variety of backgrounds, and tend to be either business owners or business advisors.

Client Testimonials

“Float is brilliantly simple. It gives a business owner the ability to easily predict cash flows and identify any problem areas. Its simplicity makes it easy to update and really usable as a day to day management tool.”
– Gail Bainbridge, Bainbridge Lewis

“By using Float I am now able to help my clients in a way that I simply wasn’t able to before. Float delivers pertinent cash flow information to my clients efficiently and effectively, using data sourced straight from Xero! It does exactly what I want – it provides an extra layer of insight for my clients in relation to their business operations.”
– Geoff Trabant, Easy Online Bookkeeping

“I am finding Float an excellent app for management of my clients’ goals and expectations. Many of them are going through a growth surge and the Float tool is working as a daily point of focus and for longer term planning.”
– Nick Houlbrooke, Houlbrooke Group

“Float is awesome, I previously used a spreadsheet for my cashflow forecasting which was high maintenance and inaccurate and since using Float I have never looked back. I don’t know how anyone can run their business without it!”
– Denny O’Halloran, Roofline

“Float helps us understand how much cash we have to reinvest into the business and make sure no one goes unpaid. It’s really helped us get a better understanding of where we’re headed.”
– Shane O’Connell, Summer of Dev

“Your accounting software helps you look at your business going backwards, Float lets you look at it into the future. It’s simple, and you don’t need to be an Excel master to run it.”
– Avery Dorland, Windigo Online

If you’re a financial advisor (cloud accountant, bookkeeper or virtual FD), read more about their partner program and available discounts at www.floatapp.com/partners

Check out float here;

www.floatapp.com
Twitter: @floatapp

 

The Ultimate Lead Generation Platform For Cloud Accountants

By | Campaign Ideas, Featured Technology, Marketing Tips, Resources, Technology | No Comments

 

If you are looking to win new clients for your Cloud Accounting services then you need to do 3 things.

  1. Talk to us,
  2. Create an account with LeadPages,
  3.  Send us your log in details for LeadPages and we will handle the rest,

Leadpages generates  the essential lead generation  pages that you need to increase your inbound leads and sales for your business on the web, in emails, via text messaging, and on social media to grow your cloud accounting practice.

It allows you to quickly and easily create multiple pages for the multiple  sectors you want to target when promoting your cloud accounting services.

If you are not yet doing sector specific targeting and leveraging lead generation pages for them then you are missing out on the greatest opportunity that the internet has given you to develop your business online.

The process would work a little like this;

1) Identify your sector specialism and most suitable client – 

2) Create a 2-3 page PDF that provides something of great value to your suitable clients 

3) Create a Landing page using leadpages on your website that offers the pdf to be downloaded in return for their email address

4) Email, Tweet, blog, share, promote the landing page online to a database of pre identified  suitable prospects

5) Call any one who downloads the content to introduce yourself personally and sell your services too.

It works and it works well and LeadPages is one of the driving forces behind the process.

Make sure to visit LeadPages

 

 

Simplify HR with Payment Evolution

By | Featured Technology, xero | No Comments

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Beautiful accounting meets beautiful payroll. With Xero and PaymentEvolution you can help your clients track expenses, send invoices, run payroll and create reports anywhere.

Better Together

  • Finalized payroll runs are posted into Xero – making it simple to keep track of your payruns.
  • Your custom chart of accounts (GL codes) can be imported into PaymentEvolution to make the integration seamless.
  • Keep track of your CPP, EI and other obligations – it’s all recorded in Xero.

Connect Xero with PaymentEvolution Payroll

  • It’s all online, so you can work when and where you want to. Just login with your PC, MAC, tablet or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero with PaymentEvolution Payroll is all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Streamline Business Payments

Pay outstanding invoices from suppliers, vendors and contractors with integrated business payments. Funds are transferred electronically from your business banking account to recipients. Invoices are automatically marked as paid in Xero. Notifications are automatically sent on your behalf and items are automatically reconciled. Save on late fees and missed payments. Available in Canada and USA.

Click here to visit Payment Evolution