Online Cloud Based Accounting

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Paddy Kieran, HLB Sheehan Quinn

“Surf Accounts is a secure online cloud based system which allows the user and their agents (Accountants, Bookkeepers) to access their accounting records. It provides an instant review of your accounting records, including profit and loss, balance sheet, debtors balances, creditors balances, bank reconciliation, VAT and PAYE controls.”

"Based on my experience over the last 30 years I highly recommend clients adopt an online accounts package, preferably cloud which allows clients access their information on the move but it is still highly secure.”

“All SMEs understand how important it is to maximise efficiencies when dealing with clients. It’s equally important to maximise efficiencies when focusing on running and managing the SME business itself.” 

"For more details on Surf Accounts, please contact us" Paddy Kieran, HLB Sheehan Quinn. 

What do Surf Accounts do?

Quotes & Orders

  • Create easy quotations from the standard template, information is held from the system is recalled automatically, saving on time and accuracy.

Invoicing

  • Print professional looking invoices directly from quotes already on the system. Use product codes or just type onto the invoice. Customer and/or product discounts can be applied. Debtors are automatically updated along with the VAT returns.

Contacts & Activities

  • Customer and contact database can be maintained from anywhere. Quick Business Card can be utilised for adding contacts. Maintain a personal diary through Surf Accounts appointments and activities.

Sales Pipeline

  • Track opportunities from calls through to quotations and manage the process into a pipeline funnel.

Dashboards & Reports

Dashboards:

  • Access to key financial information.
  • Display top line key figures including charts and tables.
  • Set of reports that are easy to use and simple to run. (Exportable in Excel or PDF)

Accounts & Accountants

  • Quick and easy posting of all invoices, receipts and payments.
  • All reconciliations are maintained and held for historical purposes.
  • View prior year’s transactions.
  • Future postings so that year end accounts are not held up.
  • Surf Accounts provides a free login for your accountant, bookkeeper or advisor.
  • Your accountant can work with you on key management accounts and reconciliations.

Security

  • Security is taken seriously, your data is protected by adding special characters to passwords and using the latest encryption tools.

365 Access

  • Surf Accounts will allow you to get your accounts done at a time that suits you.
  • No need to keep backup disks or emailed your accountant.
  • Less dependency on your bookkeeper or accountant, you control how and when you update your accounts.
  • Login from anywhere using personal computer or mobile device.

Security

  • Surf Accounts is a cloud based solution using the Microsoft Azure platform and hosted in Microsoft’s European data centre in Grange Castle in Ireland.

Confidentiality

  • Surf Accounts provide an option to upload information as well as download information.
  • A service agreement allows access to your data which they will need to look at your data to answer any query you raise.
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