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Client Story: J&D Transport
During the first meeting, Jess said, “We’re spending too much on bookkeeping with our BAS agent. It costs about 50% of a full-time wage! I don’t feel that we have a handle on our business, I want to do more of the admin.”
It’s an all too familiar story.
Janelle Bartlett, the partner at Chan & Naylor SEQ, explained to Jess: “We hear this often. Bookkeepers want to clock up more and more hours. They do not want to teach you processing, and they should. We provide free video training for clients, and we use smart systems like bank feeds, auto coding, and payroll apps to cut down processing hours. Bookkeepers don’t like these. Their main objective is increasing hours charged. ”
Jess took advantage of the Chan & Naylor SEQ promo Free Xero for six months with our BAS service”.
Chan & Naylor set up the Xero file for Jess and sent her our free ‘Xero get started’ training Videos. Jess opted for an additional few hours of face to face Xero training with Chan & Naylor SEQ bookkeeper Venessa Willis.
Jess now feels in control of the business. The bookkeeping fee has reduced by 85%, saving tens of thousands of dollars and delivering precise information and excellent management control for Jess and her husband.
Choosing a Cloud Based Accounting Provider | What you need to consider
We have put together a list of 10 factors you should consider when choosing cloud based accounting software.
Strategic Financial Consultations for Business Owners
At Chan & Naylor we have developed an annual SFC for our SME clients.
The SFC focuses on key areas including:
- Cash Flow Management and Financing options
- Strategic Tax Planning
- Economic packages and Government grants
- Asset Protection
- Tax Effective Investments