system to save you and your clients
time and money!
Date:
From: Alycia Edgar
Creator of BookzKeeper -The Accounting Survival Kit for Small Business
Hi and thanks for visiting my website!
I know how frustrating and time consuming it is to chase up extra documents and records from clients. I’m an accountant too so I know it’s such a waste of valuable time that ends up getting written off. You’d love to spend less time asking for records and more time analysing them, right?
But how do you ‘train’ your clients to be more organised? It’s like banging your head against a brick wall, isn’t it?
To be fair, they are small business owners like yourself, having to juggle many different hats and responsibilities. Keeping their books in order is probably not very high on their priorities and it’s always a scramble to get things together when end of financial year rolls around.
I have found a simple and easy solution for both you and your clients, but first of all let me introduce myself so you know a bit more about my background and how this solution developed.
My name is Alycia Edgar and I’m a fully qualified accountant. I used to run a surf shop as a side business until very recently… an accountant owning a surfshop? I know, I know, it’s like chalk and cheese, isn’t it? The great thing about having the surfshop was that while running it, I figured out a system to keep all my paperwork sorted.
Before I set up my accounting business, I had had experience working for accounting firms and large businesses. All of this accumulated knowledge allowed me to create my own way of keeping all the paperwork from my business (and we all know there is absolutely bucket loads of it!) organised and easily accessible.
At tax time I went to my tax accountant armed with my system and he was blown away at how organised everything was. My tax was completed in record time. There were no follow up questions or lost paperwork because all the information was readily available.
Once I saw how well it worked, I started implementing this system with my own clients. Not only did they have peace of mind that I was looking after their books but they could also put their fingers on important financial information at any time when I was not around.
They simply went to the system and found it. Then it was tax time again and not only were my clients’ accountants impressed, they were downright shocked! They could quickly and efficiently complete tax returns without having to search for missing information or chase it up on the phone.
What a simple system that works for everyone! All businesses are different, however if you break it down it’s all about ‘money in, money out’ – just accounted for in different ways. As we know, the most important thing to remember is that old mantra ‘good data in, good data out’.
Bookzkeeper is an inexpensive, well designed Australian system to give you time to do more productive billable work for your clients. Here’s what it does:
- Guides your clients step-by-step on how to file their essential financial records
- Provides simple file dividers with instructions on BAS, reconciliations, reports, statements and other documents
- Replaces the dreaded plastic bag or cardboard box of ’stuff’, and is so simple that all your clients will love it and understand how to use it!
This one system could literally save you tens of thousands of dollars in WIP write-offs each year! Imagine if all your small business clients presented you with their fully organised financial records each year in a single BookzKeeper file which includes:
- BAS statements
- Bank, credit card and loan statements
- Reconciliations for all accounts
- Important business documents
I am thrilled to report that I’ve had lots of positive feedback about the effectiveness of BookzKeeper:
“Our firm was introduced to the Bookzkeeper system about 6 months ago. It is amazing what it has done for making our life easier, as well as our clients. We no longer have the “shoebox nightmare” – our clients and book-keepers are now more organised, less stressed about “tax time” and have more time to spend with us on strategic issues for their business. This system is a neat, efficient and compact way to store annual year end information for a business. Everything is in the one spot, and no longer does the client, book-keeper or Accountant have to chase missing paperwork. It has significantly reduced the write-offs we face as accountants, and has definitely helped our clients become more organised. All businesses should use this system! Feel free to contact me to discuss how we are using the Bookzkeeper.”
Melissa O’Shanassy, O’Shanassy Chartered Accountant
www.oshanassyca.com.au (http://www NULL.oshanassyca NULL.com NULL.au)
“It’s so easy getting my tax done now. No more phone calls from my accountant asking for missing information. It’s all there in Bookzkeeper.”
Kylie Warne, Warne Marketing
www.warnemarketing.com.au (http://www NULL.warnemarketing NULL.com NULL.au)
“Not only do I impress myself with how organised my paperwork is but my Accountant is highly impressed!”
Anna Petterwood, Allpoints Real Estate
www.allpointsrealestate.com.au (http://www NULL.allpointsrealestate NULL.com NULL.au)
“I can now find my financial information in seconds. My accountant loved it so much he bought some for his new clients!”
Doji Singer, Bean Squeeze
www.beansqueeze.com (http://www NULL.beansqueeze NULL.com)
“No more missing paperwork, no hassling phone calls from my accountant but best of all because of Bookzkeeper I no longer procrastinate about getting my tax done. It’ easy, just pick up my BookzKeeper and meet with my Accountant – no stress”
Scott Smith, Scotts Country Look Kitchens
www.kitchens-bellarinepeninsula.websyte.com.au (http://www NULL.kitchens-bellarinepeninsula NULL.websyte NULL.com NULL.au)
And here’s the best part, one BookzKeeper filing system per client will cost you no more, and in some cases much less, than one billable hour for a client. When you think about how much time you can write off each year for those clients, and how thrilled they will be with this system, it’s a no-brainer!
Give your clients the best present you have ever had!
Your clients will love you and you’ll look forward to a neat BookzKeeper file at financial year end.
I’m pleased to be able to give you a special offer of $99 each! The usual price is $120, so that’s a saving of $21 each or a 17.5% discount. So, why not surprise your clients and give them the best present ever?
How can you order these? Click on the Order Now Button below:
Bookzkeeper Accounting Survival Kit
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We offer a secure ecommerce website to ensure the safety of your information and we accept all credit cards using Paypal’s secure payment system. We will deliver anywhere in Australia via TOLL Ipec. Your freight is calculated at the time of order and is dependent on your postcode and the number of units purchased.
Yours sincerely
Alycia Edgar, B.Comm., CPA member
Jan Juc, Victoria