Small Clients are still clients
That time of year. All those little businesses coming in to have their annual accounts completed. Those businesses that aren’t registered for GST, but need some sort of attention. Oh…here they come with their bank statements and expectations.
And as an Accounting Firm you are completing their work, because their whole family comes to you, or perhaps they will grow into something more, but it does burn resources and put you behind with your main clients.
Want a solution?
At Fast Rabbit, we can complete the accounts from the bank statements simply overnight. Just add adjustments for finances (separate principal and interest), home office, car and phone usage (percentages) and there you are, annual accounts ready to use for finance. Oh, and there are a few cash receipts to sort through, but even we could complete that for you if there are too many.
You receive a Trial Balance and journals in PDF and Excel spreadsheet all completed.
How does this work?
- Contact us… you must have some questions. Want to see what format this comes in?
- We, (or you), send an invite to your client to log your client into our system. Note that we use a tool called Yodlee which scrapes information: https://www.yodlee.com/australia-new-zealand
- We then run our Cruncher that will complete a Trial Balance from the bank statement, as well as the journals that are sent to you in PDF and Excel format.
- Then you complete the Profit and Loss and Balance Sheet, BAS and Tax Returns for the client.
Call us at Fast Rabbit, before we change our name to Very Fast Rabbit 1300 982 559
www.fastrabbit.com.au