SURF Cloud Strategy for AccountantsTony Harney

Who are we?

• Chartered Accounting Practice in Carlow• 2 Partner - 8 Staff• Relate Suite• Drive• CoSec• RAP• Corporation Tax• Personal Tax

SURF Accounts• Trust• Price• Cloud

What we haven’t done

• We have not rolled this out to every client

What we have done

• Diocese• Full Service Book keeping• Own Book keeper

Diocese

• Like a group with 50 subsidiaries• Each small and uncomplicated• Need to standardise• Need to keep costs down• Need to report to centre

• Enormous benefits to Accountant at Centre• Control• Standardisation• Correction/Amendment• Immediacy• 50 Backups – not necessary• Software up to date at all times – no incompatabilities• Cost – • Hardware - None• Software – a few Euro/month

Full Service Book keeping

• Like any other package• Client has access to Debtors/Creditors…• Access to PL/BS if sophisticated

Own Book keeper

• The Future• How to be really useful• Client does the work• We do the interpretation/advice• We know a lot of useful stuff – useful to our clients• Monthly/Quarterly Review

• Management Accounts are there at the push of a button• To be shared/discussed with client

• Monthly Billing• What we haven’t done• The Future