“The Cruncher” will complete that work for you.

Every Accounting Consultant wants to tell you that you need to chase bigger better clients, but actually all those small clients can add up to a gold mine, if you can process the accounts efficiently.

The small and somewhat difficult client “solution”.

Here they come, lead by Davo in his UTE!

Most accountants have them. Clients who know how to steal too much oxygen and time. It’s not that they are bad people, they are just hell as clients. When you have tried to give them an accounting package, they have played like a bunch of monkeys tearing up newspapers and the file needs cleaning – AGAIN!

If you could find a way to make doing business with them profitable. You don’t have to dump them.

Use our Fintech product “The Cruncher”.

The Cruncher will complete monthly, quarterly or annual accounts from a bank feed. 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.

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.
• Then you mark up our fee between 100 and 400 plus % and add the hour or two for accounts, BAS and Tax Returns.