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Accountants Forum Session

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My Business OnlineAccountants & Bookkeepers Day27 June 2013

Tweet us!@PastelAccounts#accountantsday

My name is JeremyOn behalf of Pastel warm welcomeCreated this day especially for you, a very important audience we haveYou are the influencers, your clients look to you for adviceFact you here shows youre progressive and forward thinking, and we hope we are doing the right think in arming you with resources to dispense this good adviceThats why days like to day are so critical, not just 1 way street where we bombard you with information, but also to get your input in guiding us with the way forwardTo kick off, a short clip..1A single view of the truth Charles Teversham 2013What is Cloud Computing?Tweet us!@PastelAccounts#accountantsday

Cloud computing refers to applications and services offered over the internetAll of these applications are hosted securely on servers around the worldDoes not matter where you are, you still have the same access2What 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.Its the latest wave in technology providing a win,win scenario to both your practice and your clients business.


Like facebook, twitter, etcCritical points..23No delays work whenever you want to from wherever you want. No synchronisation of data.No need for backing up and restoring of the clients data. Reporting is always consistent - everyone accesses the same data which avoids confusion theres 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 importance of this..You guys certainly know how this works backups/restoring manual system for the client, driving to and from client etcYou can both work without even knowing one another is workingClient can run carry on with business, while you perform your functions

4The 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!

Dont miss out!

Why should I use it?Tweet us!@PastelAccounts#accountantsday

Picture it you log in all your clients in one place and some pretty nifty tools to help you with your day to day tasks (more on that later)Remember youre empowering your client he/she now has access to high quality UP TO DATE informationGone are the days of you having to do everything for your client now everything he needs is just a click awayFree up your own time

5Okay, so what do I do with myIncreased Capacity.? Tweet us!@PastelAccounts#accountantsday

$$ ADD VALUE $$

6Strategic 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:Tweet us!@PastelAccounts#accountantsday

Once youve freed up this time and made the significant changes, move to more meaningful less mind-numbing servicesJust some examples

7Change 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 clients 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 shiftTweet us!@PastelAccounts#accountantsday

Potential change in your business model

8Mobility 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.

MobilityTweet us!@PastelAccounts#accountantsday

Phone apps..Again, more later

9Progressive 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 - dont 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


Clients are progressive and forward thinking as are you obviously youre here right?Were not saying move all over now, but you would be surprised by how many of your clients would be perfectly suited to My Business OnlineDont wait for your client to suggest it, maybe you should

10Old way:Tweet us!@PastelAccounts#accountantsday

New way:

A perspective11Tweet us!@PastelAccounts#accountantsday

12Tweet us!@PastelAccounts#accountantsday

LUCKY DRAWDrop your business card into the bowl provided and stand the chance of winning aSamsung Galaxy Note Tablet

WIN!13

TEA-BREAKTweet us!@PastelAccounts#accountantsday

14Tweet us!@PastelAccounts#accountantsday

15Feedback

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Approximately, heres what youll spend if you process for example, 5 invoices and 20 cashbook items a day:

Estimated Line Usage: 50-100MB per monthBased 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)

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29Access to:the Company Consolethe Accountants DashboardFind an Adviser directory20% rebate on the base product for all linked clientsContinuous future feature development e.g. Time and BillingThe My Business OnlineAdviser ProgramTweet us!@PastelAccounts#accountantsday

30All 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 Tweet us!@PastelAccounts#accountantsday

31Base Subscription Fee: R150 incl VAT per month2 Companies2 UsersAdditional Companies: R150 incl VAT per month per companyAdditional Users: R25 incl VAT per month per user

10% discount if you pay yearly.

What are the clients costs?


321GB on the Document StoreFree Product SupportAll clients on the same versionClient support is simpler to provideAccess anywhere, anytime, on any deviceAutomatic backupsHardware infrastructureUnlimited transactional history and financial years

What else does the client get for the monthly subscription fee?Tweet us!@PastelAccounts#accountantsday

33Visit our websitewww.pastelmybusiness.co.zaSend us an [email protected] us on Facebookwww.facebook.com/pastelaccounting Follow us on Twitterwww.twitter.com/PastelAccountsFollow us on LinkedInwww.linkedin.com/company/2696138?trk=tyah

Get in touchTweet us!@PastelAccounts#accountantsday

34Questions?Tweet us!@PastelAccounts#accountantsday

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THANK YOUFOR YOUR TIME

Please visit the Samsung Experience Zone outside


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Documents

clients data

clients business

synchronisation of data

single view

accounting software

accountantsday cloud

client etcyou

accountantsday picture