Accounting offices

The data from accounting companies is of great importance. Therefore, it is necessary to ensure effective data management, which is in the interest of the clients of the accounting firm, while maximizing the profitability of the firm itself. Accounting offices are characterized by several essential characteristics:

Large number of customers;

Small teams of accountants involved in day-to-day operations;

Large number of operations that must be completed within the statutory period;

Process automation is essential for efficient operation.

Starting point

Based on the abovementioned factors, the need to use a business system that can administer, control and inform about all important parameters, appears. In recent years our team at ERP.Agency has successfully implemented several projects in accounting firms and has gained excellent experience and references in this field.

System requirements

The business system in the accounting offices must provide:

Adherence to the legal models and procedures;

Electronic data exchange with all available electronic services (NRA, banks, etc.);

Measurability of the time used for each client (if necessary);

Payment for the service according to the workload (if necessary);

Wide range of complex reports, charts, spreadsheets;

Maximum process automation (accounting, taxes, automated reports);

Consolidation of data from one group (if necessary);

Additional services (receivables collection data, complex customer reports, tools for planning and monitoring the implementation of the plan (the latter is unpopular in Bulgaria));

Integration of daily operations of clients (invoices, production, warehouse, business trips), with accounting in the office without re-entering information.

Business needs

A quality business system in accounting firms is the basis of their success. With the introduction of electronic accounting, our team enables accounting firms to become more efficient. Through this service, accounting firms become an integral part of the daily operations of their clients. Accounting companies and their clients share a database as if they were working in one office. Customers are satisfied with this service, as this type of accounting has operational significance for business processes. Accounting, which is accounted for with a delay of several weeks or months, has no operational significance for the companies, but only for the submission of the due reports to the state.

What did our team do in order to answer these requirements?

Our team at ERP.Agency has developed its own modules, which are used by accounting companies. Through them we have automated the reporting process of their customers. We also have a tool for the procedure of collecting receivables from their clients - to receive additional income from the new service. The time spent by each user is also recorded here in order to have a clear picture of the work done.

List of common problems

Client documents are entered twice in the accounting software;

Lack of tools for measuring the time spent for each client;

Inability to expand customer service and thus increase revenue from new and existing customers;

The reports created by the accountants are usually used only for the needs of government agencies and not for the companies paying for the service;

The huge amount of data collected in the accounting bureaus is not of importance to their clients;

Very complex reports are created manually with the help of tools.

Successful implementation in:

RadoMit Soft EOOD

Number of employees: 4
Year of implementation: 2012

Implemented packages:
– Electronic accounting;
– Internal management reporting.

Pantheon

Soft One

Qlik

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Accounting offices