Guest WiFi

Extract powerful marketing data from the guests who use your WiFi. Map out your day-to-day traffic and understand the who, why, and when of your business.

Automatically send rating emails to guests after their first visit. Publish positive reviews to your online pages while deflecting negative reviews with an internal form.

Collaborative Accounting

This role emphasizes the importance of leveraging technology and modern processes to foster collaboration among accountants, bookkeepers, and planners, especially in the context of evolving work environments and remote teams.

1. Utilizing Technology for Collaboration

   Embracing new technologies and processes to facilitate collaboration among accounting teams and with clients, particularly in the context of remote working and dispersed teams

2. Enhancing Communication and Teamwork

   Developing and implementing initiatives that foster collaboration by leveraging new technologies and processes, while also promoting open forums and an 'open door policy' to encourage an attitude of openness across teams of accountants working remotely

3. Adapting to Modern Work Environments

   Recognizing the need for greater virtual collaboration as teams become more geographically dispersed and developing collaboration skills that go beyond traditional teamwork capabilities

4. Standardizing Processes and Documentation

   Implementing standardized processes and documentation to ensure clarity on responsibilities and promote efficient internal processes, with a focus on deliberate, consistent, and visible communication.

5. Leveraging Cloud-Based Tools

   Embracing cloud-based collaborative accounting solutions to streamline workflows, manage tasks, and promote transparency between accountants and clients, ultimately enhancing the delivery of value to clients on a regular basis

The role underscores the significance of utilizing technology and contemporary methods to enhance cooperation between accountants, bookkeepers, and financial planners. This is particularly crucial in light of changing workplace dynamics and the increasing prevalence of remote teams.

Book Keeping Services

1. Recording Financial Transactions

   Bookkeepers record and classify financial transactions, including sales, purchases, receipts, and payments, using accounting software or manual systems.

2. Maintaining General Ledger

   They maintain a general ledger, which is a comprehensive record of all financial transactions, organized by accounts such as assets, liabilities, income, and expenses.

3. Reconciling Bank Statements

   Bookkeepers compare and reconcile bank statements with the company's financial records to ensure accuracy and identify any discrepancies.

4. Preparing Financial Reports

   They generate financial reports, such as income statements, balance sheets, and cash flow statements, to provide an overview of the company's financial position.

5. Managing Accounts Payable and Receivable

   Bookkeepers track and manage accounts payable (money owed to suppliers) and accounts receivable (money owed by customers), ensuring timely payments and collections.

6. Processing Payroll

   They calculate and process employee wages, deductions, and tax withholdings, ensuring compliance with payroll regulations.

7. Monitoring Cash Flow

   Bookkeepers keep track of cash flow, ensuring that there is enough liquidity to cover expenses and identifying any potential cash flow issues.

8. Assisting with Tax Preparation

   They may assist in gathering and organizing financial documents for tax preparation and work closely with accountants during tax filing periods.