Streamline Your Finances with the Bookipi App for Accounting

Bookipi app for Accounting

good morning accounting expo 2020 my name is chad hardy and i'm the chief operation officer for payroller and bookkeepi we've got a 15-minute tech talk today and i want you to get excited about what we're doing what are we doing two tools that will 10 x your small business or accounting and bookkeeping practice so we are going to go through three segments today the first segment is for small business owners and about getting you back to business as usual the second is for business advisors so we can give your customers the first great thing in 2020 and finally for our accountants and bookkeepers we're going to show you how easy it is to run payroll and invoices for 50 of your customers all at once so let's roll out the big hitters for everyone here small business owners let's get you back to business as usual the government is implementing a number of subsidies to help you maintain and grow your business i'll show you how you are going to cut the administration cost of hiring new staff by 67 for free and i'm also going to give you a free invoicing platform the future is free so start with it today i use our software myself the first time i used it i was blown away the only thing i said was wow that was so easy for business advisors i'm going to give you a free toolkit to bring to your business clients they're going to love you so much for these tools you're going to cut their administration time down drastically increase their cash flows by simplifying their invoicing process and you're going to remove the painful burden that is single touch payroll and superannuation payments for accountants and bookkeepers we're going to keep them the momentum going and i'm going to show you how you will run the accounts receivable and payroll and superannuation for your client businesses in a fraction of the time it currently takes the feedback you'll get from your clients will be why didn't we do this sooner so jumping in for the small business owners if you're a business advisor accountant or bookkeeper i recommend sticking around as you'll see how your clients will be handling their business through our software for the small business owners let's get you back to business as usual this means cutting costs improving efficiency increasing revenue and removing your administrative burden how well to do that you need to be on top of your payroll and the current government schemes and tax rates that way you have time to work on your business rather than in your business and you can avoid making simple administrative mistakes we've got the tools to help you do just that payroller will quickly become one of your favorite business products of all time firstly payrollers free you won't pay a thing to use payroller secondly payroller makes everything around payroller easy setting up new employees administering job keepers superannuation single touch payroller and the new job maker incentive it's as easy as drinking water thirdly payroller makes bringing on new staff an absolute breeze it cuts administration time by 67 and if you're going to get the 200 per week job maker incentive for every new staff member you'll want to be using payroller to make it as fast a process as possible also fourthly payroller is both an app and a web-based platform so whether you're on the go with your smartphone or on your computer you're able to run payroll send payslips update your staff details and approve leave it's really that easy so let's dive into all the reasons you dislike doing payroll i know because i do that here for my team as well so first off getting set up on payroll can be a pain right say setting up your company on payroller is actually an enjoyable experience is the absolute truth it's straightforward it's simple and it's easy as you can see on our slide here it's so simple that all you do is sign up enter your details click enable stp and you're done no joke it's really that simple and now you're ready to add your staff we truly recommend you check out all the other payroll platforms including payroller and you'll quickly see why our clients are absolutely in love with our product pay roller getting set up is beyond easy and getting in direct contact with our aussie customer excellence team is the fastest way to get back to business now once you've set up your business in those quick steps it's then standing up your staff now the way you go through currently setting up your staff is you make the contract you fill in the super declaration form and you fill the tfm declaration and you send it out they receive it manually fill it in and send those forms back to you now you take that paper and piece by piece you enter each of these documents into your computer with payroller all you need to do is enter their name and contact details into payroller and hit send we send your new employee the forms and automatically onboard them to the platform this means no errors on your end with incorrect information or erroneous details and most important there's no data entry for you your new staff entering their details like they would on the forum but it's automatically in the platform tick job's done and it's back to business it's fantastic now moving on payroller is the best atl approved completely free single touch payroll software out there when you set up your payroller account or anytime afterwards you immediately tick the box it says enable stp and you're ready to go now every time you run your payroll you'll be submitting your stp to the ato it's that easy it's as simple as run review approve get back to business as usual and we've just wrapped up this quarter now and i know everyone right now is thinking about superannuation and what a pain that was we've parted with b a great name and superannuation so you have a fully integrated superannuation clearinghouse integrated with the payroller software for small business owners that might just be a whole bunch of words but in short when you want to complete your superannuation payments all you do is you click review of the pay runs you've already done and you approve them it's that easy our superannuation clearinghouse handles the rest so payroller skips the need for third-party portals and file uploads when you choose to pay with direct deposit the funds come directly out of your account without any effort on your end so to highlight when you're ready to run super at the end of the week and of the month or end of the quarter you click review review your pay run click approve and you're done direct deposit take it immediately out of your account if that's the way you want to do it you'll get your super done before your staff comes back from the last smoke over now we're all super excited about how easy it is to use payroller and to top it off payroller again is free the next great tool i'm going to give you is bookkeepi invoice now this global invoicing product is amazing it's free it's simple it's the easiest way to send invoices to your clients to break up the flow i'm going to show you a helpful video on how to get set up and send an invoice to your clients so jumping in obviously it's free forever merely click the get started button obviously enter your company name so that anyone who receives an invoice from you knows exactly who you are that easy now we're gonna pick the type of business and we've we're the finance expo this year so we're gonna click finance and insurance almost done only four steps merely enter your email address for invoices this way you're sending out to your clients they know who you are and they have the ability to send back to you bang it's that easy to get set up now obviously you don't have any invoices so we're going to start by clicking the large plus sign to add our first invoice all right all the information's already added in but you need to add a customer to get started you can import a list from your contacts or we're going to create a new one so manually typing in we're going to put in the name of our recipient and then we're going to add their email so we can send the invoice to them i'm chad and that's my email chatupaqi.com so if you're interested let me know we're also going to add an item the two necessary elements to your invoice very easily very simply you type in the the name of the item that they have purchased from you or that you're invoicing them for in this example we're going to be doing the tickets for the expo now you can save those items and roll them onto your next invoice as well if you consistently do the same type of business now if you're a small business we have the ability for you to put your tax rate in so if you're under the threshold for gst you can leave that area blank and it remembers it for all of your future invoices so it's super simple and all you do is click send from here you get to preview a version of the invoice that's ready to go to be sent out click send it pre-populates a message to your recipient gets you to confirm the email address or sms number and you hit send and that way you've just sent your first invoice it's that fast to get set up and that fast descent so small business owners thanks so much for your time if you want to stick around we've got a bunch of great information but we're going to dive into our small business advisors you've already seen what payroller can do for your clients in terms of its simplicity and efficacy as a business advisor your clients success is your success you need to provide appropriate tools to ensure that they succeed making sure they keep more money in their pocket and extra time to build their business now this is where we help new software poses two big challenges to small businesses a lack of time to learn it and a lack of easy and practical solutions with payroller payroller users learn how to use it in less than 10 minutes anyone no matter how good or bad or connect or technically or technologically inept they are can use payroller our handy catalog of training videos helps them along the way and if they're ever stuck with our fantastic customer excellent team ready and able and at your disposal okay so what's your client's value firstly the right price absolutely easy to use software they want direct insights into managing their business they want compliance with all the new tax rules and access to all those new incentives they also want high quality customer support our customer excellence center is headquartered here in sydney with online and phone support we make your clients success our success too we have hundreds of thousands of users but our phones are actually pretty quiet because our software is that great and we let you carry on with actually getting your business done so as a business advisor you help your clients keep up to date with what's happening in the broader environment when the government introduced stp you told them about it when job keeper came out you let them know what they could do when the government adjusted the personal income tax rate in october you told them and with the upcoming job maker incentives you've prepared them for it too right well that's just a small snippet of the big changes that are happening and more things are going to happen in their particular industry now this is where payroller and pokey help all these things are automatically handled in our apps this means when changes happen big or small we take care of it for you and for your clients we make life easy because we know you can only do so much you make them aware but somewhere along the lines someone has to take action so let us handle those tricky situations and all those extra changes by doing it inside the apps so they can focus on the business and summing up recommended keepy invoice and payroller to your clients they're free easy to use and fully functional let's get your businesses connected and saving the best for last we're keen to keep the momentum going our accountants and bookkeepers you've seen how easy payroll is for your clients but it's also super easy for you for some of you your clients have you put in charge of their stp for the rest of you you might just need access for the end of month or quarterly reconciliations either way payroller has something for you the first thing you'll love is the agent port room in the agent portal all of your clients will be listed so you can access their accounts from a single login you can use this if you need to go in and physically do the pay runs for your clients or you can use it to go into your client's account and pull up the reports you need for your reconciliations for the accountants and bookkeepers doing stp for your clients in the agent portal we have a feature called bulk payroll and bulk stp if you need to produce pay runs an stp for multiple entities and submit that to the ato this feature will help you do it in no time very simple number of clicks review approve and send so another place you're losing time is in the manual entry and chasing up clients for their details your clients are all going to have varying levels of technological proficiency so we implemented two different ways of adding them into payroller for the accounts and bookkeepers that have tech proficient clients or want their clients to fill in their details you can send them an invite to get them set up you merely click the invite button add their email and send they will fill in their details and you don't have to spend any of your time doing that manual entry for the accounts and bookkeepers you want to add multiple clients in one go or you have your clients detail easily on hand we have a bulk upload feature that you can use to set up all of your clients in one go we're going to go to a quick video and you can watch how i add a client multiple clients to payroll in a little bit under a minute so here we are in our payroller stream all we're going to do is click our first off our single user invitation so we're going to go up there and we're going to click invite and we're going to invite santa because the north pole has recently been brought on as a payroller client very fantastic we're very excited about this about the partnership all you do is you enter the name of the individual you put in their email address and you hit send from here they will then go through that process of adding all the details for their account they will then go through and onboard their their employees or you can do the same to bulk we click our bulk upload list we then have here as you can see already pre-populated with a number of entities that we're going to upload into our platform we give you that pro forma csv so it's super easy to upload and then all you do is upload verify that the details are correct and hit go from there all those accounts are created on your profile and you can start administering them right away if you have their employee details as well you can then upload the entire list to have the next pay run ready to go super simple super easy super effective payroll is an absolute fantastic product for you to help operate your clients businesses and to do it faster and for free so for everyone who tuned in thank you all so much for joining the payroller bookkeeping tech talk the biggest thing i want you to remember about today is what's the cost nothing it's absolutely free when you work with bookkeeping and payroller now whether you are a business owner business advisor or an accountant bookkeeper you should head over to our e-stall i guess is what we're calling it this week um the biki and payrollers stall and have a chat with our tv50 questions or you can head to bookkeepi.com or payroller.com.u to check out our products in action or simply shoot us an email at the email address is listed here payroller and bookivi speak for themselves and how easy they are to use so let's get businesses back to business as usual thanks again