Bookkeeping client scheduling
As an experienced and professional bookkeeper, you know only too well how important it is to keep track of all your finances in a systematic and organised way. After all, that is the backbone of your own bookkeeping services!
However, when it comes to managing your own work admin tasks for your own self-employed bookkeeping business, it’s possible to be become engulfed in an element of overwhelm that can interrupt your personal work life balance.
* Figures based on using PPA for 1 hour per week
Fortunately, Pocket PA was created to help every small bookkeeping business owner take care of their ‘boring work-stuff’ on the go from their phone, tablet or computer. It’s a powerful web-based app that manages all your clients, appointments, invoicing and accounts and totally takes the stress and overwhelm out of being working for yourself.
And whether you use all the features or just choose to use a couple of the amazing benefits that the app offers, you will still be getting yourself super organised and saving precious time and money in the process.
Bookkeeping for small business has never been easier with Pocket PA because it has a beautifully colour-coded diary which means you can schedule in your clients each day and match them against the services you are delivering to them This will give you an immediate amount that you are due to earn for that week, month and year based on your diary activity and bookings.
And tracking your business expenses is just as simple with the app because you can snap, sort and store all of your receipts in one place and have a central list of all your costs that can be claimed for and offset against your income. Each receipt is saved onto the cloud in a secure password encrypted environment, so once it’s logged it can’t be lost and it’s available to review 24/7 online.
For those bookkeepers who invoice their clients, Pocket PA has an inbuilt invoicing system which can send a clickable link directly by email. Once your client has made the payment into your account it will automatically get logged directly onto your income dial, so it’s job done and no hassle with constant awkward chasing phone calls.
One-click visual dials within this client management tool, will keep you up-to-date with your income and overall net income so you will quickly and easily understand the financial health of your freelance accounting business within seconds of opening the app. And whilst we know you are an excellent numbers sort of person, when you are juggling multiple business admin tasks, it’s always good have a handy tool to help you manage the process.
All the information which you input day to day, can be fully exported simply by the press of a button – so you can collate any of the information pertaining to your business in a spreadsheet format if you want to analyse anything. As an independent bookkeeper, we know what you are like with your reporting … but we’re sure you’ll be pretty impressed with everything that Pocket PA can do for you!
Eliminating the overwhelm and getting yourself organised in your own business is the aim of Pocket PA and we believe that crunching numbers doesn’t have to be a crushing experience when you use the right one-stop solution business tools!
