We sat down with Cameron Robertson, our Senior Manager at Sidekick Christchurch to learn more about a Xero add-on that his clients are loving at the moment called CrunchBoards. CrunchBoards is an all-in-one forecasting and reporting engine with all the time-saving tools you need to grow your business. Features include business planning, budgeting, forecasting and real-time business intelligence. So Cam, what are your favourite features of CrunchBoards? “It’s a great forecasting/budgeting tool which incorporates directly into management reporting. The customisable management reports allow our clients to focus on particular areas of their business.” What do your clients like best about using CrunchBoards? “The way the information is displayed is the real upside of the software. CrunchBoards turns the numbers behind your business into easy to read graphs, that tell the true story.” How much does it cost? “It’s free in our Sidekick+ package, otherwise it’s only $25 per month plus a setup fee with our other Sidekick packages.” Who is the perfect person to be utilising CrunchBoards? “Anyone with particular points of focus. For example someone in hospitality may want to focus on % of food & beverages against sales, or wages against sales. This can all be displayed on one easy to ready graph.They also need to have good administration processes because CrunchBoards pulls data directly from Xero.” How does it work in with Xero? “It syncs daily with Xero. If your Xero is up to date, so is your CrunchBoards. It can be accessed using the browser on your smartphone, tablet, laptop or computer.” Any final words? “To me it’s a must-have tool for any business looking to grow and keep their business in check.”
By djca. Posted in Updates.
You may have seen in the news recently that there has been a high number of telephone scammers pretending to be the IRD at the moment. Here are some tips to remember if you suspect you’ve received one of these calls:
– If you’re a client of ours, the IRD should speak with us directly as we are your tax agent. Ask for the person to call your tax agent and hang up.
– The IRD will never call you out of the blue to tell you that you’re due for a refund, to demand money on the spot for overdue debt, to threaten you with jail time for tax evasion, or to ask for personal information over the phone.
– The IRD will always call you from a blocked number, if you have any concerns of the legitimacy of the person you’re speaking to, you can ask for their name, hang up and call the IRD on the numbers listed on their website or in the phone book, and request to speak to that person. You can follow this link to see examples of phone and email scams, and who you can get in touch with at the IRD if you’re concerned that you may have been a victim of a scam.