Simple Money Info
Managing and understanding your money shouldn’t need a maths degree.
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Are you making money?
The bottom line is ….. what have you got coming in and what are you spending? As long as you track both of these things as you go along, then Pocket PA will crunch all the figures and deliver them back to you in a simple way that ensures you understand the financial health of your business every single day.
Always understand your income
Pocket PA has easy to read 1-click visual dials to show your expected income for any given week or month or year - so you can get a good idea how busy each time period is looking and how much income you should be earning if everyone turns up. As you collect the money after each appointment or sale and enter it into the app, the dial becomes ‘greener’ (indicating monies paid) so you can monitor your progress.
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See who still owes you money with one click
And seeing who still owes you money and hasn’t yet paid you for their appointment or sale can be tracked with the click of one red ‘Still to Pay’ button in the centre of the dial. From there you will see a full list of all outstanding appointments for that time period of clients who have not yet paid in full - either for their appointment with you or for a sale you have made to them within that time period.
Export all your income and expenses
Everything can be exported and downloaded into a spreadsheet if you want to analyse your figures in more depth or to share them with your accountant. Just select the time period and click on the green EXPORT button top right.
‘You cannot manage and improve on what you don’t measure’. So, to become more profitable its crucial to keep on top of your finances and understand what is coming in and going out each day. Pocket PA makes it so easy to do that.
