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Technology

How to be XERO certified

By | Practice Technology, Resources, xero | No Comments

A whole new world opens up to your accounting practice when you pass the XERO Certification test.

And the best thing is it’s easy to get xero certified by completing a series of self paced, video based online training. You need to have completed the XERO Essentials course and be a partner already. This may sound like a lot of work, but it isn’t.

Once you have completed XERO essentials you simply apply to be certified.

Click here for XERO Essentials

It’s that simple.

And remember before you start your online course contact us to learn how we can help to build your online presence and set you up with a highly converting digital sales funnel to help find you new cloud accountancy clients.

How to be XERO certified video desciption

Accountants and bookkeepers can now learn all about Xero accounting software, and become certified, online. The training is self-paced and available any time, anywhere, from any device with an internet connection. You just need to head to the training tab in My Xero for Partners and activate online training. You’ll be able to see the progress you’ve made on current courses, other courses available to you and any training you have completed. Watch this video tutorial to learn more about the process!

Xero is beautiful accounting software for small businesses and their advisors. See your cashflow in real-time with online accounting, invoicing, payroll, billing & banking. Just login and see the difference. Sign up for a free trial at https://www.xero.com/signup

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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

GDPR Data Storage Solutions

By | GDPR Advice, Practice Technology, Technology | No Comments

GDPR-data-storage

One of the most pressing issues that you as a cloud accountant face is the impending GDPR (General Data Protection Regulation) which will directly affect you if you store data on any of your clients or prospects.

The General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679) is a Regulation by which the European Commission intends to strengthen and unify data protection for individuals within the European Union (EU). It also addresses export of personal data outside the EU.

When the GDPR comes in to effect which will be very soon,  the European Union can  fine you up to €20 million or 4% of your annual turnover if you  are found to be in breach of the new laws data on EU Citizens to implement appropriate security measures.

A simple fix on data storage to prepare for this is to make sure all your data is stored on a GDPR Data Storage solution such as a Discashur DT

The iStorage diskAshur DT is the world’s first portable hardware encrypted hard drive with PIN code access and utilises military grade XTS-AES 256-bit hardware encryption, which encrypts all data stored on the drive in real time.

Due to a sharp rise in people wanting GDPR Data storage solutions stocks are continually running out so make sure to click here to get yours today

For further reading make sure to follow the EU General Data Protection Regulation 2016 that explains all the legal requirement for storing data that you need to know.

It covers key issues such as;

  • GDPR data encryption,
  • GDPR Data Storage,
  • GDPR data portability,
  • GDPR data security,
  • EU data storage regulations
  • GDPR hard drives,

We are no experts on this so make sure to do your own research and use your own due diligence  but if you need advice or seek guidance on preparing for the new regulation then make sure to visit sites like www.coralcompliance.com who can walk you through the process.

How To Import Your Amazon Transactions Into Xero

By | xero | No Comments

If you are looking to streamline your Amazon accounts right in to Xero then check out A2X.

A2X is an official Xero Add-On that gives Amazon merchants automated accounting by posting easy-to-reconcile summary invoices straight in to Xero.

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A2X will help you integrate your Amazon account to your Xero Account by;

  • Automatically fetching your latest Amazon settlement transactions, and post summarized invoices to Xero for your approval.
  • Processing settlements from Amazon.com, Amazon.ca, Amazon.co.uk, Amazon.de, Amazon.fr, Amazon.es, Amazon.it, Amazon.in and Amazon.co.jp.
  • Generating invoices from each settlement and posting them to Xero, either manually or automatically.

TIP: Find an  Amazon Cloud Accountant specialist to handle your Amazon accounting 

You can configure A2X to summarize sales by SKU, Product Type, or to group all Sales together.

When the payment appears in your bank account within Xero, you can easily reconcile the invoices to their corresponding payments.

Click here If you are looking for an Amazon specialist Cloud Accountant that can help you streamline your company accounts.

Make sure to visit A2X to learn more about this Xero Add On

Deputy – The ultimate time tracking software for XERO

By | Practice Technology, Technology, xero | No Comments

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If you want to help your clients save time in their day then you should introduce them to Deputy.

Deputy is the ultimate workforce manager, offering your client the best technology in a web based solution.Simplify their rostering, timesheets, tasking and employee communication administrative tasks. With brilliant apps and one click payroll integration Deputy can help make your clients life easier.

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With Deputy you can help your clients:

Keep track of when and where their team starts and ends their shifts with it’s mobile apps or kiosk.

  • Complete their payroll in one click by automatically calculating their overtime, penalty rates and allowances.
  • Create fully costed employee schedules in no time and notify everyone with just one click.
  • Easily see who worked when, create, approve and export timesheets to payroll software.
  • Easily capture when and where their people work for greater HR compliance, payroll accuracy, and insight into workforce productivity.
  • Give their employees an easy way to stay informed, share important messages and contribute to the workplace conversation via their mobile devices.

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Click here to visit Deputy 

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

 

3 Essential XERO Add Ons For Cloud Accountants

By | Technology, Watch/Listen, xero | No Comments

Xero integrates with hundreds of add-on business applications so that you can easily sync and streamline your clients data, but with so many available apps where do you start?

Here are 3 of the top rated accounting apps in the xero Add on market place that you should absolutely check out.

 

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1) Fathom
Manage and analyise your clients business performance with Fathom

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Fathom is an easy to use management reporting and financial analysis tool, which helps you to assess business performance, monitor trends and identify improvement opportunities.Get instant business intelligence with insightful reports that help you assess performance, monitor trends and identify improvement opportunities. Includes KPIs, benchmarking and consolidations

http://www.fathomhq.com/

 

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2) Entryless
Entryless extracts bill items and syncs bill entries into Xero that can save cloud accountants hours

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Close your clients books faster with digital general ledger entries from your bills Automatic expense tagging. Get up to 300 bills every month forever free.

https://www.entryless.com/

 

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3) Chaser
Improve your clients cashflow with award-winning CHASER credit control for Xero

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Intelligent automatic debtor chasing with a human touch. Credit control emails that get your invoices paid. Xero Add-on Partner of the Year 2016.

https://www.chaser.io/

Increase Your Workflow Productivity With Workflow Max

By | Practice Technology, Technology, xero | No Comments

Time tracking and invoice software by Xero.WorkflowMax is built specifically for small to medium-size service businesses with between three and 50 employees

Trusted by  5000+ service businesses for quotes, time sheets, job management, invoices and more.

Create an invoice in WorkflowMax and simply push that data through to Xero. Enter information into one system and it pops through on the other – automagically.

 

“It’s a life saver. All you need is those two systems – WorkflowMax and Xero to run an effective agency.”

Mary Ellen Davy
ELLEN&ELLEN

Save time

Data moves between Xero and WorkflowMax with a single click. Eliminate unnecessary data entry and spend your time on more important tasks.

No more double-handling

Get an accurate view of your business as invoices, purchase orders, contacts and payments move between Xero and WorkflowMax.

A complete solution

With Xero and WorkflowMax integrated together for your business, you have a powerful, end‑to-end business solution at your fingertips.

Instant Quotes

Templates enable you to send professionally designed, branded, custom quotes within minutes.

Time Tracking made easy

Track time spent working on various jobs and tasks without requiring much effort from your staff.

Easy Job Management

Use clever tools to easily assign jobs, track timelines, and receive notifications when projects are running late.

Streamlined Invoicing

Invoice based on hourly or flat rate. Save time and improve your cash flow with paperless and bulk invoicing.

Actionable Reporting

With all data in one place, you can see many standard performance reports at a glance – or build your own.

WorkflowMax integrates with 32 add-on softwares

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Click here to visit Workflow Max

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

 

 

Create Spot On Performance Reports With Spotlight Reporting

By | Practice Technology, Technology, Watch/Listen, xero | No Comments

 

Spotlight Reporting is software for Xero users that helps cloud accountant bases advisors manage KPIs, analytics forecasting and performance reporting for their clients.

You can pull in over 100 reports and data-grabs from not only Xero but also QuickBooks Online  creating a broad range of accrual, budget and cash analysis.

Spotlight  also integrates with WorkflowMax and Google Analytics, plus  their  Customisable  Data Grid allows you to add non-financial and KPI data for a complete view of performance to allow you to become a VCFO power house.

Creating customised reports is easy and  you can  quickly generate PDF, email and online viewing options to share with your cloud accounting allowing you to work on your business and not in your business.

Make sure to try the free trial for Spotlight Reporting to see how it works for your business.