Accounting Software Training

One of my favourite things that I enjoy as a Bookkeeper is providing high quality training in the use of accounting software for my clients.
As a Quickbooks Online Pro Advisor and also a Xero Advisor, I can help you to find the right cloud accounting program for your business.
Why cloud accounting? Because you spend far less time on data entry if you take advantage of the internet with your accounting software.
Xero has the advantage of providing live bank statement feeds from most banks. This enables you to compare Xero transactions that you have
entered with statement lines from your bank account feed. Quickbooks Online offers a similar service by allowing you to connect bank accounts and
receive a feed of the bank transactions in your account. The method is slightly different to Xero though, in that Quickbooks Online (QBO) is not attempting
to produce a replica of your bank statement, it is merely trying to provide a feed of bank transactions that it determines have not been presented in QBO yet.
As far as support goes, both Xero and QBO have similar, content specific help features. For example, if you are attempting to enter an expense in either program,
you can click on a question mark button to get help and support. Xero however, is second to none however when it comes to product support. If you can justify the higher
price tag Xero (and I mean higher) it is well worth the extra spend.
Please contact me if you need help with learning to use your accounting software. I’m not that interested in making money from selling accounting software. So, I can
save you money on your subscription by providing discounts. I’m more about investing my time in helping business owners to get the most from their accounting software investment.

QBO Certified Trainer

Xero Certified Trainer

New Service: Financial Planing Advocacy

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When you need financial advice, unless your accountant holds an Australian Financial Services License (AFSL), you can’t rely on them to give you the advice you need.

Harvest Bookkeeping Services is a financial services advocate and can arrange provision of the advice that you suggest.  The process is simple. We log in to our online portal of the Financial Planning Advocate and upload your financial details. Being your bookkeeper, the information that you need help with is most likely at our fingertips already and so it takes next to no time. The same portal lets us suggest one or more strategies for you to help you with your financial planning needs.

If the Financial Planning Advocate agrees with your suggestions, they will do everything needed to ensure that the strategy is recommended and implemented in accordance with the law. Sometimes an alternative strategy may be suggested  – basically, we work with you to ensure you get the best of advice. Once the advice is agreed, a statement of advice will be drawn up and it will be reviewed the Financial Services Advocate’s AFSL compliance team and then again by the Financial Services Advocates team of independent lawyers. That’s right: four separate professionals are involved in providing the advice.

This all happens within 24 hours. When everyone is happy, we send you the statement of advice. As their advocate, we present it to you. You then give the go-ahead, and we do all that is required to make the advice happen.

Having you as their financial planning advocate is easily the best way for you to get the financial services advice you need. Having expert knowledge of the financial situation of your business, we can easily refer professional financial advice to you for the same cost of hiring a registered financial planner.

Financial planning advocacy. It is efficient, high quality and it really works!