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xero-bronze-partner-logo

Xero Bronze Partner

SBE Bookkeeping is now a Xero Bronze Partner!

Through continued effort, learning and growth, we are now a Xero Bronze Partner. This continued investment in the relationship we have created with Xero is something we are extremely proud of and will continue to look to develop into the future.

Xero is an incredibly powerful accounting platform in which businesses of almost all sizes can benefit from using. Through the ever growing accounting platform and app add-on market, an entire business can be run using the Xero ecosystem. This creates synergy, time and cost savings. Having access to complete real-time numbers for your business allows you to make informative business decisions.

Check out our Xero advisor listing by clicking here.

For more information on utilising Xero and the ever growing ecosystem in your business, please do not hesitate to contact us to discuss your options.

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caddy for businesses

Like a caddy for businesses

As you may be aware, I am a massive sports fan. Cricket, golf, football, rugby league, basically anything competitive I will watch or play.

I was having a discussion recently with a friend of mine, while we were playing a round of golf. He asked a simple enough question, “What do you do?”. Well, I run a bookkeeping business. I am a bookkeeper. The surprising (or not so surprising) next question was “Yeah, but what is that? What do you do?”.

This made me think. Long gone are the days of having data entry operators in your office punching through pages and pages of bank statements and paper receipts to enter them into your computer for record keeping purposes.

Major developments in technology have made the old data entry days all but automated. So what does a bookkeeper do for businesses now?

As I answered this question for my friend, all I could do was link it back to the great game of golf. A bookkeeper is like a golf caddy, but for your business.

In golf, a caddy is the person who carries the player’s bag and clubs, and provides insightful advice and moral support. A good caddy understands the challenges and obstacles of a golf course, and the best strategy for playing it. I am like a caddy for businesses.

Even the best golf players in the world need someone with them for the journey around the course. Some players just need someone to do the heavy lifting and the grunt work of carrying the clubs, which is fine. But the majority of the players utilise the skills of another person. Someone who is able to step back from each golf shot to analyse the course, the weather, the conditions and the player’s game to provide a second opinion and support on the best plan of attack for each and every shot, while having one eye on what will happen as a result of the shot played.

This idea is simple. Let the player focus on what they can control and what they are best at (which is the execution of a shot).

This player/caddy relationship is a long standing one in golfing circles. One built on trust, mutual respect and understanding.

I see this as my role for business owners.

Most business owners know their business, know the product or services they are providing, but would greatly benefit from outsourcing some of the business operations. These may include full service bookkeeping, payroll, debtors management, payables management, business process management, cash flow projections, goal/KPI setting and analysis.  This will allow them to utilise their time on income generating activities, as well as assist the business progress and grow.

If you would like to hire a ‘caddy’ for your business, please contact us and we can discuss how we can assist.

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deputy review

Product review: Deputy review

What is Deputy?

In this Deputy review, we saw that Deputy as the a comprehensive employee scheduling and time & attendance software product. It is a complete staff management toolkit so you can stop using cumbersome excel spreadsheets behind.

Deputy has the following features:

  • Fully costed employee schedules
    • Managers can publish schedules and notify employees over email, SMS or push notifications.
    • Employees can self manage their leave and unavailability.
    • Users can offer open shifts to select employees or entire workforce. This feature also allows employees to communicate between themselves and swap shifts, if need be.
    • Managers can monitor fatigue and overtime based on hours worked and employment agreement.
    • Managers can assign areas, roles and activities for all employees and multiple locations.
  • Time clock and timesheets
    • Easily capture start and end of shifts using Deputy’s iPad Kiosk or apps or even SMS.
    • Managers can review and approve timesheets.
    • Time billing, exporting to payroll and setting up pay rates is all managed inside Deputy.
  • In-app in-house communication
    • Replace emails and SMS with Deputy Newsfeed.
    • Create posts or send individual messages, attach documents and send employee notifications directly to employees.
  • Job tasking and performance
    • Deputy calculates overtime, penalty rates, loadings & salary costing with every shift according to your local laws, or your own workplace agreements.
    • Use the Deputy Mobile geolocation capability or the Deputy Kiosk’s face detection to ensure your employees are where they should be, every shift.
    • Use dynamic reports to track your schedule budgets, actual timesheet costs, sales transactions and other employee variables to keep your business on the fast track.

But wait there’s more…

One of the best reasons to get to using Deputy, is it’s powerful integrations. Not only does it integrate with your accounting and payroll software (such as Xero), but it also can be integrated with your POS software!

The power that this POS integration allows is incredible. There is a feature in Deputy that allows you to align and time your previous sales with the timing of your staffing costs. This will give you a snapshot as to whether you are required to put more staff on or reduce staff numbers for certain hours during trade. This one feature alone could be enough to save 1,000’s of dollars every year.

For any business that relies heavily on their staff to produce outcomes, or have a high number of casual or part time staff members, Deputy is all but a must have piece of software in our opinion. Starting at $1 per month per user, Deputy is an amazing piece of software.

If you would like more information about how Deputy could be used in your business, please contact us and we can assist in getting it set up.

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Vend review

Product review: Vend Review

What is Vend?

Vend is Australia’a leading retail Point of Sale (POS) software, inventory management, ecommerce and customer loyality for iPad, Mac and PC. Vend is suited to almost any retail store from Fashion stores to Cafes.

Why choose Vend?

Vend has everything you need to be able to run and manage your retail business.

Vend provides all of the following features:

  • Sell:

    • POS software that is web based and links directly to your accounting package (Xero).
    • Allows the creation of an ecommerce platform.
    • Has helpful sales operations such as layaways, returns, refunds, split payments and emailed receipts.
    • Allows payment by using credit, debit and gift cards.
    • Vend works with a large range of hardware providers so you can choose whatever you need to suit.
    • Vend can also work offline, simply resyncing your sales when you are back online.
  • Manage:

    • Allows you manage all of your product lists.
    • Takes control over your inventory and includes multiple location options.
    • Vend can set up automated reordering, and adjust reorder and restock levels to ensure you don’t run out or have too much stock on hand.
    • Tracks your customers details and their purchase history.
    • Vend allows for the creation of a custom loyalty program.
    • Allows multiple users to be set up for your employees, allowing you to control their permissions while tracking their sales performance.
  • Report:

    • Vend allows you to build out custom reports, view sales and inventory reports.
    • Has a mobile retail dashboard which gives you an instant snapshot of how your stores are performing.
    • Vend has end of day reports to confirm payment amounts and check for discrepancies.
    • You can also set sales targets for your team and track top performers.
  • Grow:

    • You can expand your store easily by adding new products, employees, registers or locations.
    • You can change plans easily based on what your needs are from the software.
    • Better yet, Vend can even allow you to take your store worldwide!

Vend POS software integrates with other industry leaders such as Xero, Shopify, PayPal and Tyro Payments in order to create the best possible retail experience.

 

*Vend comes in three packages (with additional add-on options). The starter version is $79/month (billed annually). The most popular version would be the Advanced option which is $99/month (billed annually). This option provides almost all of their possible features with one register. NB. You can add registers for an additional $49/month. The Multi-Outlet option is $289/month.

If you would like more information about Vend, please contact us and we will be able to assist you in setting up and established Vend POS in your business.

*Prices current as of 14/03/2017.
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job management

Areas of attention: Job Management

What is job management

Job management involves keeping track of all aspects involved in specific jobs that a business is undertaking. From lead capture all the way to finalising the job and getting paid, job management plays a key role.

Why you need job management

What a business tracks and measures can be grown. If you are completing jobs without detailed job management you are flying blind and hoping that you make money at the end of the day.

Job management software can be extremely beneficial in the following areas:

  • Lead capture
  • Quoting
  • Client management
  • Job tracking
  • Time tracking
  • Job costing
  • Purchase orders
  • Invoicing
  • Reporting

Tracking each and all of the above areas has massive benefits to the effectiveness and profitability of a business. Adequate job costing and employee time tracking will assist in ensuring that the job stays within budget and remains profitable. This, in turn, will make future quoting and lead capture more accurate as you will have a much better idea on how much to quote for jobs and the current and future capacity of the business.

Having a job management tool that links to your accounting software, such as Xero, is a must. Measuring and tracking the jobs in your business is key and having a link to your accounting software provides clear and accurate real-time numbers that can be used to help your business grow.

Workflow max is a quality job management solution. It is owned by Xero and provides all of the benefits discussed above.

Tradify is the choice for Building & Construction businesses when it comes to job management.

Download a free copy of Tradify’s 5 must have app’s for Tradies:

If you aren’t using a job management solution in your business, and you would like to know more about it’s benefits for your business, please contact us for a discussion.

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