Getting the best Cloud Accounting System for your business is so important. The right Cloud Accounting system will make your processes simpler and easier and will save you time and money. You need an expert – someone who can advise you – someone who is going to understand your business, so here are our tips on how to find a good system provider to advise, install and possibly manage your cloud accounting system.Â
The Top 5:
@ Number One – Get advice. We canâ€™t over emphasise this enough. There are lots of Accounting systems out there, some are free, some arenâ€™t, some are suitable for sole traders, some arenâ€™t. Some do payroll, some donâ€™t. Some link to your bank account, some donâ€™t. You get the picture. You could spend a lot of your value time researching all the options but quite honestly your time will be better spent elsewhere (like growing your business). You need a system provider who already knows this stuff. Check their credentials, get testimonials, take references if you want to but make sure that they know their stuff,
@ Number 2 -Find someone GREAT. And we do mean GREAT. You want someone who has worked with Cloud Accounting systems across a multitude of different companies. You want a system provider who will be able to understand your business and quickly determine what you need and what will add the most value, saving you the most time and working within your budget. You need to find someone that you can build a relationship with, someone that you trust.Â
@ Number 3 – Sometimes smaller is better. Without wishing to tarnish everyone with the same brush, larger companies tend to involve lots of people in system migration. The more people involved the more likely that mistakes will happen, and things wonâ€™t join up quite so well. Thereâ€™s also an increased risk that each person involved wonâ€™t understand your business as well as they should so youâ€™re less likely to get a system thatâ€™s been properly tailored to you. If you get offered an â€śoff the shelfâ€ť package, youâ€™ll likely be paying for tools that you wonâ€™t need and missing out on the ones you do need.Â Itâ€™s just our view, but we prefer to go with smaller more niche system providers who can own your system from end to end and tailor it to your business.
@ Number 4 – Support, Support, Support. You are going to have questions. You are going to need advice. Make sure that whoever is implementing and/or running your system is going to provide you with both of these things as and when you need it. Weâ€™ve seen online chat support and weâ€™ve seen email support, but we reckon that telephone support is the best â€“ itâ€™s real time and you get to clear one question in one call (rather than lots of emails or messages).
@ Number 5 – Training. Is absolutely key. We have seen companies implement an Accounting system and then have only their finance teams use it – purely because proper training hasnâ€™t taken place. Weâ€™ve even seen a whole system being put in place and then it just being used for payroll â€“ with finance teams continuing to use old school manual excel systems. What a crazy waste of time and money. If your system provider understands your business, then they should provide training for everyone who could benefit from using that system. So, for example, if your system is including expense management, then training should take place for all the back-office teams who will access the system to process expenses, AND training should take place for all employees as theyâ€™ll be the ones submitting the expenses. Â You also want to get regular systems update training and refresher training. Some companies offer training once – yes, you heard that right, just once & then you’re on your own. We suggest having update training at least once a year but preferably every 6 months for two reasons â€“ firstly to make sure you understand changes or updates to the system and secondly, to make sure youâ€™re absolutely getting the most out of your system. Get training written into your contract with your systems provider!
We are passionate about Cloud Accounting systems because we have seen these systems save companies (and people) so much time and money. They reduce the stress of running a business – no more waking up at 3am worrying about your cashflow or your tax bill because you are in control 24/7.
Find out how to simplify your Accounts and find more ways to save more time and money by signing up to our newsletter on our website wwww.greenzebrabs.com.
If youâ€™d like to work with us then just give Wayne a call on 01264 314220 or 07825 751642 or pop an email to email@example.com
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