Boost#4 CRM systems & cloud based accounting software

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Welcome!@boostbristol

www.boostbristol.wordpress.com

Puzzle this…

Puzzle this…

Draw 4 straight lines & connect all the points All the lines have to be connected. You cannot take your pen off the page Solution at the end. Good luck!

Cloud based software

Pros and cons include:– Accessibility;– Collaboration / communication;– Maintenance;– Security;– Cost;– Other.

James White

@boostbristol

www.boostbristol.wordpress.com

James White – Founder InTouch CRM

https://twitter.com/jijwhitehttps://twitter.com/intouchcrmhttps://www.facebook.com/intouchcrmhttp://www.intouchcrm.com/bloghttps://www.youtube.com/intouchcrm

www.intouchcrm.com

Accounting systems

Financial Records

Manual System

Spreadsheets

Accounting Software

Accounting Software - Advantages

Automation

Accuracy

Data Access

Scalable

Access to upto date information

Desktop Software

Desktop – one off costLimited Accessibility Annual support feeUpgrade feesData requires backup

Limited choice for Mac users

Online Software

Online – Monthly fee

Always latest versionAccessible from anywhereAccess from PC, Mac, Tablet, PhoneData automatically backed upAutomatic bank feeds

Software Providers

Sage – Desktop or Online

Quickbooks – Desktop or Online

Xero – Online

Kashflow – Online

Wave - Online

Solution to puzzle

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Solution to puzzle

1

4

32

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