heading 1 (arial bold - point size 22) my business online accountants’ & bookkeepers’ day 27...

Heading 1 (Arial bold - point size 22)

My Business OnlineAccountants’ & Bookkeepers’ Day

27 June 2013

Tweet us!@PastelAccounts#accountantsday

“A single view of the truth” – Charles Teversham 2013

What is Cloud Computing?

What is Cloud Accounting?

• Accounting software that runs over the internet updating data stored on

the internet.

• No software is installed at either your client or your offices – you merely

“sign up” and create your set of books.

• All users access the same data using the same version of the software.

• It’s the latest wave in technology providing a “win,win” scenario to both your

practice and your clients business.

• No delays – work whenever you want to from wherever you want. • No synchronisation of data.• No need for backing up and restoring of the client’s data. • Reporting is always consistent - everyone accesses the same data which

avoids confusion – there’s only “one version of the truth”.• Multi-user functionality allows the accountant and the business to work on the

same data at the same time!• Its just so much more efficient and provides the platform to operate in a more

connected world where a single view of the data is imperative.

Access to the same data!Why is this important?

• The Accountants Console provides a single view of all you clients.• Client now has access to high quality, up to date information.• Empower your clients and grow their business through new added value

functionality. • You now have more time to move to high value consulting.• By increasing your own efficiency, you increase your capacity to take on

more clients.• Its the most fundamental shift in technology in the past 20 years!• Pastel has used all their experience gained over this period to develop a

totally new and exciting way for your clients to manage their businesses in a collaborative way with their accountants.

• The “on-line” accounting trend has gained huge momentum internationally.Why ? – Its efficient, its value add, its fun, it works!

Don’t miss out!

Why should I use it?

Okay, so what do I do with my“Increased Capacity….”?

$$ ADD VALUE $$

• Strategic Planning.• Business Advice.• Management Reporting and Review.• Tax Advice and Structuring.

• Year-end clients: Move away from “lumpy” billing cycles to an on-going consultative engagement.

• Monthly clients: Lower monthly subscription service, rather than annual fee. (Tiered services).

Value Added Services Opportunities:

• Change the behaviour of your client.• Change your behaviour.• Bill for value added services rather than time spent capturing data.• Client intimacy allows you to provide more relevant and constructive input

into your client’s business.• On-going communication establishes trust and provides an opportunity to up-

sell additional services.• Very important! Change from offering low value, to offering high value

services.

A mind shift…

Mobility is the trend toward a shift in work habits, with more clients working out of the office and using mobile devices (phones and tablets).

• Windows 8, Android and Apple.

• Functionality : – Viewing customers details.– Locate customers using Google Maps.– Recording notes and To Do items.– Quotes.– Invoices.

Mobility

• Progressive and forward thinking - they are aware of the “latest” technologies out there and the ease of use associated with these technologies.

• They in turn want a progressive accountant. • They want to be more informed.• Admin is simply a frustration to them - they want to save time - don’t want to

have to meet in person, on the move.

Choose clients that would work best in the cloud – the rest should stay on legacy products!

A typicalMy Business Online client

Old way:

New way:

A perspective

LUCKY DRAWDrop your business card into the bowl provided and stand

the chance of winning aSamsung Galaxy Note

Tablet

TEA-BREAK

Feedback

Feedback: Dislikes

Feedback: Unsure

Approximately, here’s what you’ll spend if you process for example, 5 invoices and 20 cashbook items a day:

Estimated Line Usage: 50-100MB per month Based on: 10 MB Images (Cached), 5 MB Scripts (Cached), 1000 Page Views @ 0.025 MB per Page View, Average Report Requirements Invoice PDF Size: 50 KB (Without Company Logo) 105 KB (With Company Logo)

Feedback: Likes

• Access to:• the Company Console• the Accountants Dashboard• Find an Adviser directory

• 20% rebate on the base product for all linked clients• Continuous future feature development e.g. Time and Billing

The My Business OnlineAdviser Program

• All small businesses need to connect with accountants and bookkeepers. • Pastel will help bookkeeping and qualified consultants get new clients by

adding them to the Qualified Adviser directory.

Get Exposure

• Base Subscription Fee: R150 incl VAT per month• 2 Companies• 2 Users

• Additional Companies: R150 incl VAT per month per company• Additional Users: R25 incl VAT per month per user

10% discount if you pay yearly.

What are the client’s costs?

• 1GB on the Document Store• Free Product Support• All clients on the same version• Client support is simpler to provide• Access anywhere, anytime, on any device• Automatic backups• Hardware infrastructure• Unlimited transactional history and financial years

What else does the client get for the monthly subscription fee?

• Visit our websitewww.pastelmybusiness.co.za

• Send us an e-mailchannel@pastelmybusiness.co.za

• Find us on Facebookwww.facebook.com/pastelaccounting

• Follow us on Twitterwww.twitter.com/PastelAccounts

Follow us on LinkedInwww.linkedin.com/company/2696138?trk=tyah

Get in touch…

Questions?

Heading 1 (Arial bold - point size 22)

THANK YOU

FOR YOUR TIME

Please visit the Samsung Experience Zone

outside

heading 1 (arial bold - point size 22) my business online accountants’ & bookkeepers’ day 27...

Documents

property management software bringing sanity to...

to tweet or not to tweet

tweet tweet tweet twitter

titre arial 32 date arial 16. 1. titre 1 arial 28 pagination...

search engine marketing for accountants and bookkeepers

institute of certified bookkeepers (icb)

tweet tweet 12 (1)

3 facts you should know about bookkeepers

auto enrolment: a new revenue stream for bookkeepers

2 tweet r not 2 tweet

tweet tweet home sp2015 catalog

tweet! tweet! tweet! getting started on twitter

institute of certified bookkeepers making you count...p:...

mastering adjusting entries american institute of...

pco bookkeepers executive summary

mastering internal controls and fraud prevention american...

tweet tweet #nwn

content marketing for accountants & bookkeepers - myob &...

news from institute of professional bookkeepers of...

· tweet tweet tweet tweet tweet tweet tweet tweet tweet...