cloud accounting services overview
Strategic Model
Cloud Solutions has it's roots in accounting but we believe a small business should have a sales and marketing focus not accounting. The sales and marketing people generate the growth and profits.
Client Relationship Management
We believe a CRM centric view of your business is a game changer for all stakeholders. Accounting is required and should integrate into your 360 degree CRM centric view. This is what we offer.
Cloud Accounting
Xero and Quickbooks Online offer time saving functionality as well as differing degrees of integration to Zoho CRM. Generate invoices in CRM and automtically update your accounting system.
Risk Management
The Cloud offers a more reliable computing environment than the average small business could ever afford. Holding client data along with invoicing in two different cloud systems minimises risk.
Investment
Cloud applications are an operational expense, not a capital item. No IT person need ever be involved once it is setup. This makes cloud applications cost-effective to adopt for small businesses.
Access from Anywhere
Businesses need to access their client and financial data securely from anywhere. Mobile computing is a necessity. Cloud CRM and accounting systems offer this the moment you sign up!
main services
Cloud Solutions will listen to your requirements and provide insight to the various cloud accounting systems available.
Advice will be provided on how best to take your current accounting systems into the Cloud and help bring your business to the next level.
Determining the timing of switching accounting solutions can be an important part of the migration plan. This may include a review of your current chart of accounts.
The availability of your Bank account feed integration to the Cloud accounting system may impact timing and costs. Integration to Zoho CRM, Google Apps, and Vend need all be considered.
Cloud Solutions will review the current data flow within your organisation when considering the way forward.
While Excel is widely used in many small businesses, we would work to integrate these processes into the business applications.
Objectives of data review is to elimate double keying of data thus improving productivity and data integrity.
To ensure any adoption of new systems run smoothly, full training is offered as part of the engagement services.
Support services are on-going to ensure smooth transition via monthly retainers. On demand support is also available at an agreed hourly rate.