Pandle helps accountants and bookkeepers work with clients on their records in real-time. Find guides and resources to ease your transition to cloud-based accounting, and get help with frequently asked questions and issues affecting accountants.
Convincing a business owner about the importance of bookkeeping can be tricky. In their eyes it’s just more boring, time-consuming admin. Many clients would rather spend their time and energy in more ‘exciting’ areas of the business, leaving their brother’s neighbour’s sister-in-law to tidy up the paperwork. But, as every accounting and finance professional knows,…
Growing your accountancy firm can be exciting, though hard work, especially when making decisions about growth. Scaling up to the next level needs careful handling. But how do you balance the need to expand, without overreaching too soon (and unnecessarily spending money in the process)? From taking on new staff, to providing them with the…
If you’ve chosen the tumultuous path of being an accountant, chances are you’re already detail-oriented, meticulous, and a stickler for accuracy. It’s one of the reasons why you’re the expert. Most of your clients won’t be. Sure, you may occasionally get one who sends their accounts well before the deadline, and takes the time to…
No matter how big or small your client’s business is, effective budgeting can make or break it. Part of effective budgeting is not just setting an appropriate budget, but sticking to it. That’s where you as their accountant or bookkeeper come in….
The way businesses treat their customer’s data is almost always huge news. Mishandling customer information can seriously tar the reputation of a businesses and in some cases, lead to legal issues. It all sounds quiet scary, doesn’t it? We’ll go over the basics of protecting your clients’ records. What are an accountant’s record-keeping responsibilities? Financial…
