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What we’ll cover
PANalytics updates
TRUST updates
New service – Virtual Management Accounting
New services – from Growth Equation.
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4 ways to use PANalytics
Part of workflow, every client– Business
Performance Review
Selling tool – Growth Equation
Delivery tool – Monitoring service
Service tool – Dashboard alerts.
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UPDATES
July 2014, v2.2
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Virtual Management Accounting
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Benefits to the client
Free up time to focus on growing business
Cost savings
No need to manage people
Better information to make better decisions
Better quality advice for lower price
Alerts in real time
Accountability
No software
Takes the role of accounts clerk/AP clerk/AR clerk/payroll clerk/accountant/CFO (as
appropriate.)
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Opportunities
One to one – end of year financial statements meeting
One to one, any time, nurturing meetings
One to one – TRUST assessment
All new clients – this is how we do it here
One to many – Clear or Cloudy seminar.
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Standard Package
Conversion toor set up on Xero, MYOB AccountRight Live, QuickBooks Online or preferred cloud accounting solution
Connect accounting file to PANalytics
Initial coding of transactions and ongoing spot review to ensure accuracy of posting from bank feeds to cloud accounting
solution
Monthly report
Weekly alerts service
Batch up, reconcile and authorise receipts
BAS/GST returns
Annual accounting/compliance
Tax returns
ASIC annual return
Annual meeting to present end of year financials, 3 year Business Performance Review and rough plan for new 12 months.
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Premium Package
Everything in Standard PLUS…
12 monthly seasonalised budget with supporting key performance
indicators
Proactive monitoring and advice
Monthly commentary
Quarterly meetings (face to face or Skype).
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Optional Extras
Bookkeeping
Payroll (per employee)
Invoicing - $250 per month up to 50 invoices.
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