Business Software Solutions

Everyday Issues

Do you find yourself out working all day then coming home to work on the books? Spending evenings sending quotes or invoices? Or working your way through your invoices and bank feeds to check who has paid and who you need to find time to chase? Do you find it difficult keeping track of paper receipts or folders of documents?

Identifying the problem

Many businesses can pinpoint a problem that they would like to find a quick and easy way to fix, however they don’t have the time or the knowledge to enable them to do it!

Our everyday accounting solutions service provides the much-needed fix you need for the everyday issues that you encounter – which is often easier than you think.

Other issues can include:

• Reporting – is this up to date or are you scrabbling for information last minute whenever you need it?
• Sales invoicing or quoting – spending evenings manually creating and sending documents with no tracking system in place
• Project management and profitability – how do you know what is going well and what needs tightening up if you have no idea how your projects perform individually?
• Budgeting – are you able make a comparison between your budget and your actual spend?
• Completing VAT And CIS Returns – do you find yourself struggling to pull together the data that you need and completing returns last minute
• Cashflow forecasting – do you know how your business is performing? Are you missing an opportunity to scale your business by not understanding your cash flow
• Bank feeds – are these linked to your invoices or software?
• Payment services – how do people pay you? And how can you get paid faster?
• People & payroll – How do you process time sheets and calculate holiday? Do you need to calculate and pay expenses? Do you manually process payments?
• Processing expenses – are you manually uploading data?
• Automation for payroll tax and suppliers – are you on top of all deadlines or could you automate payments for peace of mind?

This is in no way an exhaustive list, however it’s clear that there are many opportunities to implement a fix to ease tiresome processes.

How we work

Our everyday accounting solutions service involves a one-hour meeting with a member of our Business Software Solutions team. This can be done virtually or in person. During the meeting we work with you to understand your business, your specific needs and your current situation to enable us to identify potential solutions to benefit you.

Recommendations & Implementations

We will then provide a report of findings along with a summary of our recommendations and how they can be beneficial to you and your business.

From this point you can use the report as you wish and implement our recommendations yourself, or we can assist you with implementation, training, and ongoing support as needed.

Manual, time consuming and not fit for purpose

If you find the processes within your business are very manual, outdated and heavily time consuming you may feel that something needs to change.

Or sometimes your business has simply outgrown the capabilities of the systems in place and the information for your KPIs or to make important decisions for your business is just not readily available.

Often manual processes have insufficient reporting capabilities and in today’s world and a lack of integration between systems leaves room for errors which is far from ideal.

How we work

Our process & productivity review is a deep dive into your current systems and processes.

A member of our Business Software Solutions team will spend a day in your business with you and your team conducting a meticulous review of the current systems you have in place, breaking down each step with careful analysis.

We take the time to understand how your systems work for you. Our goal is to identify opportunities to streamline processes and enhance productivity. As the business owner we aim to provide you with greater control and visibility of your business enabling you to drive performance and profitability.

We want to know exactly what you need from your software and your ideal situation. We also incorporate your business future business plans and identify potential additional needs that may arise that your software and systems can support.

Recommendations & Implementations

Following the full review, we will schedule a de-brief meeting where we will present you with a full report of our findings. This will include our expert analysis and recommendations, along with a bespoke solution for your business. This will also highlight opportunities for savings in both time and resource for long-term impact on the efficiency and profitability of your business.

Our team can also offer an Implement, training, and support package to help you and your team to implement the solution, provide training and assist with maintenance of the new system with ongoing support.