In this event we discussed the options available to small business owners considering cloud based accounting software and CRM systems.

1. Welcome!
@boostbristol
www.boostbristol.wordpress.com

2. Puzzle this…

3. Puzzle this…
 Draw 4 straight lines & connect all the points
 All the lines have to be connected.
 You cannot take your pen off the page
 Solution at the end.
 Good luck!

4. Cloud based software
 Pros and cons include:
– Accessibility;
– Collaboration / communication;
– Maintenance;
– Security;
– Cost;
– Other.

5. James White
@boostbristol
www.boostbristol.wordpress.com

6. James White – Founder InTouch CRM
https://twitter.com/jijwhite
https://twitter.com/intouchcrm
https://www.facebook.com/intouchcrm
http://www.intouchcrm.com/blog
https://www.youtube.com/intouchcrm
www.intouchcrm.com

7. Accounting
systems

8. Financial Records
Manual System
Spreadsheets
Accounting Software

9. Accounting Software - Advantages
Automation
Accuracy
Data Access
Scalable
Access to upto date information

10. Desktop Software
Desktop – one off cost
Limited Accessibility
Annual support fee
Upgrade fees
Data requires backup
Limited choice for Mac users

11. Online Software
Online – Monthly fee
Always latest version
Accessible from anywhere
Access from PC, Mac, Tablet, Phone
Data automatically backed up
Automatic bank feeds

12. Software Providers
Sage – Desktop or Online
Quickbooks – Desktop or Online
Xero – Online
Kashflow – Online
Wave - Online

13. Solution to puzzle
?

14. Solution to puzzle
1
4
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