Business Process Improvement

We offer a number of solutions to the problems associated with record keeping. These solutions cover both our business clients and individuals. The objective is to:

• Minimise time spent by our clients accounting for transactions
• Improve the completeness and accuracy of the data received by us
• Improve the overall efficiency of the data collection process

We firstly assess what our client’s requirements are. We then consider the alternatives best suited to their needs including:

• Supply, installing and training in ‘off the shelf’ accounting software
• Providing if required a book keeper to run the accounting software for them
• Linking the client to services we offer which enables us to download their banking and credit card transactions plus all details relating to their investments in listed shares and managed funds

For the individual clients, our stated objective is to relieve them of any necessity to provide us with any transactional data. This translates into no need their cheque books, bank statements, share trade contract notes, dividend notifications and any summary sheets they may ordinarily compile. For some of our clients this is already a reality.

For our business clients, we want their focus to be on managing their business – not on record keeping. By definition our solutions are ones that will:

• Minimise the client’s involvement with data collection
• Give them confidence in the integrity of the financial information being produced.