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, Marketingkasey.bayne@kashoo.com@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: answers@kashoo.com

• 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: answers@kashoo.com

• 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/