Kashoo
Mobile Bookkeeping Kashoo for iPhone (and
more)Friday, September 26th
10:45 – 11:45 amCascade/Cassiar Classroom
Agenda/Layout
10:45 – 10:55: Intro, about me, Set the stage – why mobile, benefits10:50 - 11:05: Client/Bookkeeper Demo11:05 – 11:30: Web App Tour11:30 – 11:40: iPhone App Tour11:40 – 11:45: Conclusion, Q&A
Mobile Bookkeeping: Kashoo for iPhone (and more)
Welcome!
What is a Mobile Bookkeeper?
Well… technically, sure.
Let’s talk about...
Virtual. Instant. Collaboration.
Accounting IS mobile
Game Changing Device
Accounting goes mobile
All of this…
• Making your life easier
• Getting the data you need from your clients
• Reducing the chances of human error
• Faster data with automation
• Happier clients
• More organized books
• Faster decisions
• … = Happier Bookkeepers! (you!)
Nice to meet you!Kasey Bayne
Director, [email protected]@kaseybayne on Twitter
More about me:
• 40 Under 40 2011 & 2012
• “Ones to watch” 2011 & 2012
• Social Media K2 E Award 2012
• Accounting & Tech Industry
• Runner, Reader, Frequent Flyer
And of course, you know my colleague… Banks.
Bookkeeper Social Coordinator@KashooOnline
More about Banks:
• Like Cher, he goes by just one name
• Enjoys red wine
• Avid dancer
• Loves accounting & bookkeeping
• Working on his CPB certification
You can do a LOT with Kashoo
• Track expenses
• Invoice clients
• Review banking
• Get started in minutes
• Simple reports
• Accessible online or offline
• Syncs with web app
• Share with others
Kashoo in a “nut”shell
• Free Kashoo Account• Easy Client File Management• Change Log• Facilitate client data entry• Period Locking• Support for your existing tools
• Data Export• Dedicated Quickbooks Export
Kashoo Bookkeepers & Accountants
Need a hand?
• Phone: 1-888-520-5274
• Email: [email protected]
• Online chat: www.kashoo.com
• Support centre: http://support.kashoo.com/
• Twitter: @KashooOnline
• Facebook: https://www.facebook.com/kashoo.online.accounting
• More webinars! http://kashoo.com/webinars/
This is all fine & dandy, but…
Show me the… Bookkeeping!
This is Annie, our client.
She’s an awesome baker.
This is you, our Mobile Bookkeeper.
P.S. You look great today!
A bit of background is always helpful…
• You’ve had Annie the Baker as a client for 1 year now• You do her books once a month (expenses, invoices, financial
reports)• Not sure if she values those monthly reports• Annie could probably use the monthly data better, if she knew how
(she’s not a “numbers person”)
• You’ve just signed up for Kashoo and Annie is one of your first clients to move to the cloud…
• … and we’re off!
Puts on “client hat”.
Meet Annie the Baker
• Annie has always loved baking.• Previous life: Insurance Company• Part-time baker for 3 years, then went all-in 2 years ago (hooray!)• Annie has a iPhone, and an Android tablet. • She works on a Macbook Air• She’s been working with her awesome bookkeeper for 1 year now• Not really a numbers person
Now, I’m THE BOOKKEEPER.
Meet You, the Bookkeeper
• You love bookkeeping! Some of your best friends are numbers• Proud IPBC member since you started bookkeeping (a while now )• You have an iPhone, iPad, and a PC (gotta love that Excel!) (me too)• You’ve been hearing about the cloud for years now (um… thanks
IPBC!) and are ready to take the plunge with a few good clients• You also value price (goooo Ron Baker!)
To the iPhone app!
Client:
• Creates an invoice• Enters an expense• LATER: views reports
Bookkeeper: • Views invoice• Edits tax rate• Categorizes expense• Edits reports• Updates client
iPhone tour:
• Dashboard• Settings > Taxes > Templates• Transactions: Banking/Income/Expenses/Accounts• Quick Entry
Web App tour:• Dashboard• Quick entry screen on
dashboard• Settings• Add a new business• Invoice templates• Expenses
• Reports• Adjustments• Check Printing• Banking• Change Log
Who is Kashoo for?
• Clients like Annie the Baker
• Small businesses, entrepreneurs, freelancers, “tech creatives”
• Mobile clients (of course!)
• Low/no inventory
• Service-based businesses
• All-around awesome folks
• Not sure? Ask us – we can help!
Pricing (of course)
Anytime, Anywhere
Mobile Accounting & Bookkeeping
Thanks & Get in Touch!• Phone: 1-888-520-5274
• Email: [email protected]
• Online chat: www.kashoo.com
• Support centre: http://support.kashoo.com/
• Twitter: @KashooOnline
• Facebook: https://www.facebook.com/kashoo.online.accounting
• More webinars! http://kashoo.com/webinars/
