Serving small businesses in BC, currently located in Victoria

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Tips and Updates

Cloud Computing

Posted on 2 June, 2015 at 17:30

Working in the cloud has been a part of our lives for a long time but Cloud Computing is the "new thing" in bookkeeping especially for small business.

So I decided to check it out. I have now certified in SageOne, QuickBooks Online and Freshbooks. I also took a look at Wave and Xero.

Which do i recommend? It really depends on what  information you need, your budget and how you plan to use the service. Some of my new clients only access their service from their smart phone. If you think that is how you will use cloud computing be sure to look at the different programs through your phone first, then on your desktop if you want to see how that looks.

You might like the look on your computer, make a decision and then be disappointed with the phone app that you will will work with daily.

I only look at my clients data on my laptop so it wasn't until I downloaded the apps onto my Android that I really saw what my clients see and interact with. 

So here's a few tips to help you decide which cloud computing solution is for you:

  1. How many invoices will you send out each month and/or how many customers will you keep info on? Some services are priced by the numbers of customers you have.
  2. How many expenses will you be recording each month? Do you have receipts emailed to you? Some solutions allow you to attach that image to your entry of the expense .
  3. Do you already have software that use to store info about your business, such as customer or supplier names and contact info? How easy is it to import that info or link that software to the accounting solution you are looking at?
  4. Does your bank or credit card company link to the accounting solution?
  5. Do you care if your data is stored in Canada or the US? Can you download a backup onto your computer?
Expect to spend a few hours looking at and trying out a few solutions before making up your mind. It is best to stick with a solution for your full fiscal year, even if it is an Excel spreadsheet.

Feel free to contact me if you need help to making your decision..

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