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How We Work

Whatever business you’re in, it’s likely there are accounting systems, and other business systems, out there that can improve your processes, make you more competitive and save you money, time and headaches.

At Slate Accounts, we keep up to date with the latest software and technologies and give our clients informed impartial advice on how to optimise their systems and processes. We work with you and your team to select, set-up and implement systems and processes to help your business get to where it needs to be.

#welovexero
“As early adopters of Xero accounting and bookkeeping software and a current Xero Gold Partner, the entire Slate Accounts team work with Xero daily - and many of us are Xero Certified! We can help you understand the benefits of Xero, help you transition to Xero or help you optimise its use across your business”
Michael Kent – Founder Slate Accounts
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Experts in a range of add-on apps for inventory, including point-of-sale, project management and time billing.

ACCOUNTING SYSTEMS AND PROCESSING

Accounting software

Your choice of accounting software is critical. This decision needs to be made with careful consideration of your current business processes, growth strategies and future needs. Slate Accounts has experts in Xero, MYOB and QuickBooks and can help you select, set up and get trained on accounting software for your business.

Our team of experts excel at the simplest to the most challenging aspects of your financial accounts – from accounts payable and receivable to complex financial reporting and forecasting.

Stay ahead of the competition with real time or daily data feeds to help make informed business decisions. Tap into the insights that your data and reporting can deliver, helping to cut through the noise and refreshed with just a few mouse clicks.

Forecasting your business’ cash flow is critical but can be time-consuming. We help to simplify the process and utilise tools to automatically synchronise your cash flow and business forecasts with your accounting data. You’ll have information always on-hand for important cash decisions.

Streamline and personalise customer service, marketing and sales with CRM systems to track and report on all your dealings with prospects and customers. Integrated with accounting systems like Xero, you will then gain insights into customer behaviour and purchase preferences.

Whether you are on a retainer, bill by the hour, job or project you will benefit from understanding where you and your team are spending time and whether it’s profitable. You’ll save hours every month, allowing you to get your invoices out quickly and easily.

Get your money in faster with automated debtor text and email follow-up messages and reminders. Tailored programmed communications will get the job done while protecting your customer relationships.

Get clarity on where your stock is, how much you have and what’s sold, selling and on order. Setting your business up on a professional inventory system, like Unleashed, DearInventory or Tradegecko, will streamline importing and purchasing, foreign currency, production, wholesale sales, bar coding, batch and serial tracking and integrate with your accounting software.

A great POS system does more than count your takings. Modern retailers need to be able capture and use customer details and quickly understand sales trends by season, category, location and staff. The right POS will help you handle pricelists and promotions, discounts and loyalty programs with ease.

Make running your business easier with software designed just for you. Farmers, lawyers, architects, property managers, share traders, mechanics, graphic designers, retailers and many others can now use software built for their businesses that also talks to their accounting system, saving time and avoiding mistakes.

“The Slate team was instrumental in getting accounts processes and reporting running well and know what’s happening in the business to help sort out any issues that arise. Xero allows us to access the accounts directly to schedule and make payments with ease so my time with accounts is well spent. Regular reporting gives us a clear view of our accounts and our key profit drivers: income, wages and food costs, allowing us to make informed business decisions.”
Sean Kierce
Ladro Pizza