Reckon Syncdirect presentation at Reckon Group Conference

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    29-Nov-2014
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    Business

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This presentation was given by Grant Linton at Reckon Group Conference 2014 held at the Hilton in Sydney from 21-23 August. For more information visit www.reckon.com

Transcript of Reckon Syncdirect presentation at Reckon Group Conference

  • 1. SYNCDIRECT Automated, anytime access to client data Title Goes Here Subtitle Goes Here
  • 2. THE ISSUE How to streamline processes across a range of technologies?
  • 3. THE RESPONSE
  • 4. ONE LEDGER THE ACCOUNTANT DOES ALL PROCESSING IN THE SAME SYSTEM AS THE CLIENT
  • 5. APS CONFERENCE 2013 One Ledger Realities One Ledger Pros: - More efficient - Reduced re-keying of data - Single source of truth - No alignment journals - Client collaboration and advisory opportunities - Anytime access to data
  • 6. APS CONFERENCE 2013 One Ledger Realities One Ledger Cons: -Less efficient -Unable to get all clients on one system -Perception of value and fee pressure -Consistency and quality of reporting output -Separate process, skills and training required -Lack of integration to internal workflows (Tax, working papers, document management) -Commoditisation difficult to differentiate
  • 7. ONE PROCESS THE ACCOUNTANT PROCESSES ALL CLIENTS USING THE SAME ACCOUNTS PRODUCTION SYSTEM
  • 8. SOFTWARE DEMONSTRATION
  • 9. DISCUSSION AND QUESTIONS?
  • 10. Data Analysis Benchmark vs. Industry Average
  • 11. Data Analysis Ledger KPIs
  • 12. Data Analysis Client Fees vs. Performance