A huge challenge for many accountants is clients who don’t use a digital ledger, cheerfully leaving them with the time-sapping task of manually entering and reconciling financial data line by line.
Many clients still need this ‘do it for me’ service, but fortunately there are an increasing number of ways to work more efficiently with them, including new software solutions that ease the accounts preparation process.
How accountants can work efficiently with ledger-less clients – from Sage – is a new resource which explains how these efficiencies can help you save significant time, reduce errors, and provide more value-adding services. It explores:
- how many clients don’t use ledgers?
- impacts of Making Tax Digital
- chasing lost data ‘like opening Russian dolls’
- the benefits of cloud software
- OCR and accounts preparation solutions
- more benefits of accounts preparation solutions
- final thoughts – room for improvement.
