The Way Forward – Online Signing

By . Posted in Cloud Software, Solutions.


Our clients will now enjoy an even smoother end of year process this year with the introduction of online signing. Thanks to a powerful tool called HelloSign, we can now send Financial Statements and Tax returns directly into our client’s email inboxes for immediate signing.

You can sign using your finger on a touch screen, by uploading an image, typing your name, or drawing your signature with your mouse. Here are the three simple steps of signing online with HelloSign.

1. Heads up email

When we send out your Financial Statements and Tax return, you’ll get a courtesy email to let you know that they’re coming your way.

Hello-Sign-Heads-up

2. Time to sign

First you’ll receive an email saying your document is ready to sign, it’ll look a little something like this:

Hello-Sign-Review-and-Sign-Email


Click the blue Review & Sign button and it will take you to a page like this:

Hello-Sign-Sign


Click the Get Started button and it’ll take you where you need to sign. You can choose from the following options, HelloSign will remember your signature for the future.

Hello-Sign-Signature


Once you’ve inserted your signature in the necessary places, there’s one last step – accepting that by continuing you agree to be legally bound by the document.

Hello-Sign-Legally-Agree

3. View & Save

Once all parties have signed the document, you’ll get an email to let you know and to give you the option to view and save the final document for your records.

Hello-Sign-View-Document


And that’s it! We’re so pleased to be streamlining this process for our clients, we all know how slow the post can be at times! If you’re a client and you have a question about HelloSign for us, get in touch here or call us on 0800 SIDEKICK.



Client Profile – B&N Properties

By . Posted in Accountants and Business Advisors, Business Growth, Small Business, Xero.

bn-properties

This months client profile for Sidekick is on Brent & Nikki from B&N Properties who run a specialist property management company in Blenheim, Picton, Christchurch & Ashburton. It’s their goal to free up your time and distance yourself from any tenant problems. We’ll let Brent tell you more about B&N Properties, keep an eye out for a special deal for Sidekick clients.

Tell us a little about yourselves and what you do at B&N Properties.
We make rental property ownership stress free for the investors, we take care of every aspect of property management with emphasis on tenant selection and thorough property inspections

Where can people find you?
We operate from home to keep our costs down, we can be contacted on 0800 111 252 or brent@bnproperties.co.nz

How did you get into the Property Management industry?
Firstly by investing in properties ourselves, then we started managing other people’s properties, it grew from there

What is one piece of advice for business owners in your industry? Can you share any lessons learnt from business struggles or challenges that you’ve overcome?
Don’t be convinced to sell if things are not going as well as expected, tenant problems or maintenance issues can be resolved, you don’t want to be that investor that looks back 10 years later and says “I wish I didn’t sell that property” (when the value has doubled). Either educate yourself well to manage your own property or employ an independent property manager. Independent property managers have no ulterior motive, they don’t want to sell your property.

What accounting system (if any) were you using before moving to Xero? How did that compare to Xero?
MYOB. Xero is a superior product, easier to use, more functions.

Why did you choose our Sidekick service for your business?
Ric made me! Plus our old accountant wasn’t up to much.

We hope that with Sidekick on board taking care of your accounts, you have found more time to do the things you really enjoy. So what is it that you love to do with your spare time?
Boating and fishing.

Do you have any deals that you’d like to share?
Sign with us before the end of October and pay no advertising costs for the first 12 months.

There you have it! To find out more about B&N Properties go to bnproperties.co.nz


Xero’s best kept secret – Xero Files

By . Posted in Cloud Software, Solutions, Xero.


Xero has it’s own document storage facility and we want you to be making the most of it!

Not only can Xero store online copies of your documents, but you can attach them to transactions when reconciling, invoices or bills, expense claims, or you can simply leave documents in your files inbox for your accountant to use when doing your end of year accounts.

Here are the simple steps to take to save you from keeping shoe boxes full or receipts, or clogging your email inbox with power bills. Scroll down to see how to use the phone App to add files.

On your computer:

Log into Xero, and click the Xero files icon that you can see circled below, this will take you to your files inbox.

xero files


The email address you can see on the right is your own unique email address for your Xero account. Any documents that you send to this address will automatically upload into your Xero files inbox. Alternatively, you can upload a file from your computer, or take a photo using your webcam.

xero files2

Keep your files tidy by creating folders. How you organise them is up to you, you could create a folder per year, month, file type, or whatever makes the most sense for your business.

xero files3

Once you have imported your files, simply drag and drop them into your folders on the left or tick the box next to the file and choose a folder by clicking “Move to”. Alternatively you can open a folder and upload files directly into it. If you click “Add to new” you can add the file directly to a new invoice, bill, expense claim, or a receive/spend money transaction. To rename the file, click the cog to the right of the file and select “Rename”.

xero files4

On your phone:

Log into the Xero app on your phone, and click on the menu symbol in the top left hand corner. Click on the “Files” option to open your Xero files inbox.

Xero files phone 2 pics


Click “Upload Files…” then select “Take Photo” to use your phone camera to take a photo, or select “Choose Photo” to pick a photo from your camera roll. To upload a file into a particular folder, click on “Inbox” at the top of the screen to bring up a list of your folders.

xero files phone 2 pics 1



Client Feature: Silk Estate – Marquee Weddings by Toni May

By . Posted in Business Growth, Cloud Software, Small Business, Small Business Advice.


silkestate banner

Silk Estate – Marquee Weddings by Toni May is an Ashburton based company who have gown to fill the need of providing beautiful marquees and wedding services. We’ll let Toni fill you in on more about what they do.

Tell us a little bit about yourself and Silk Estate.
Silk Estate is a marquee hire business specializing in weddings but also catering for other events. We pride ourselves on making marquee weddings the most enjoyable process for the families involved. Our passion for your special day is reflected in all the details we take care of for you. Through the process of assisting families with their weddings we have identified areas that families really appreciate support with now offer wedding day set up, bar service for the day, and event planning services.

Our wedding day dressing service means we arrive at the crack of dawn (or before), arrange your tables, place linen, set cutlery, crockery, glassware, place your centrepieces, named guest cards and table numbers/names. Style the supper table, fill and heat hot water urns, check power, and run heaters if required. Really all those little jobs that just need doing. We ask our brides to visit our showroom to do a mock table setting (with photos taken) to ensure every detail is carried out to our brides wishes.

Our bar service starts before your ceremony and continues through to the wee hours finishing with a refresh of your marquee ready to go for the next day event. We bring the ice, stock take and monitor your alcohol and offer table service through your wedding breakfast. Recycling of bottles and rubbish removal can all be part of your package. We are a firm believer that you have enough to do without worrying about these details.

Why did you choose to get into this industry?
Silk Estate – marquee weddings derived from our canvas fabrication business Peter May Ltd. Peter started making smaller branded marquees for A & P Shows and a few of our farming clients started to request larger marquees for their daughter’s wedding on the family farm. At first we thought we would supply marquees and hire the other products but quickly discovered the quality and availability of doing this would be a problem, so took a huge step and invested in quality, chairs, tables, linen, cutlery, crockery, glassware, lighting, dance floors, stages, luxury restroom, heaters, furniture, chiller trailers etc.

What’s your favourite part about the job?
My favourite part of the job would have to be seeing the long awaited day come to fruition. For it all to go well and everyone to have a lovely time in outstanding surroundings and the huge smile on the brides face with usually relief and relaxation smiles on that of the families.

What is one piece of advice for other small business owners? Can you share any lessons learnt from business struggles or challenges that you’ve overcome?
Right from the start of our business we identified that the correct software and support would be crucial. We trialled various software packages for our hire product and found a great product that was an ‘add on’ to Xero. Before Xero we had been using the same software for twenty years, but knew for the last five years that it was not giving us the information we really needed. Now Xero and the add on software is such a powerful tool and really easy to use.

What I have learned so far is to persevere. In business there are so many challenges to work through. Having good support is great. I like to have an outsider’s viewpoint to challenge us – to make us realize what we are capable of. Someone to set that bar a little higher than you would have set it yourself and then the satisfaction of achieving that goal. DJCA have been a great source of this prompting.

We hope that with Sidekick on board taking care of your accounts, you have found more time to do the things you really enjoy. So what is it that you love to do with your spare time?
Spare time for us at Silk Estate is spending time at our family bach. This is an off season activity. I must say most of our time is work related, but I really don’t worry too much about work life balance as when you really love what you do and are passionate about it, then it doesn’t feel too much like work. As we are in this for the long term, I believe in being able to stay fit, well and happy even on the most busy of days. Spare time for me would be the morning gym session and the lovely early morning runs I enjoy.

Do you have any new products announcements or favourite recommendations that you’d like to share?
Silk Estate is a forward looking company, interested in current trends and ideas in the wedding industry. Our stock is new and fresh and we take great pride in delivering this standard to our clients. Last season we bought in the wooden cross back chair which have proven to be so popular. This season we have added 2 very exciting items too, copper cutlery and a cut glass tumbler. These have also proven to be very popular for the coming season.

You can get in touch with the team at Silk Estate on Facebook, Instagram, or their website.

silkestate bottom banner

Client Spotlight – Pedro’s House of Lamb

By . Posted in Cloud Software, Small Business, Small Business Advice.


pedros-house-of-lamb

If you live in Christchurch or Queenstown and you haven’t tried Pedro’s House of Lamb, you’re missing out! We had a chat with the Pedro’s team to learn a little more about how they’ve come to be so successful.

Tell us about Pedro’s House of Lamb, how did you get started?
We launched Pedro’s House Of Lamb at the end of 2012. We had run a restaurant in Christchurch successfully for 30 years until the earthquakes. The new situation meant we had to think differently about the business and adapt. Which is how Pedro’s House of Lamb evolved – we took a product that was well loved in our restaurants and found a way to offer that when the city was short on premises.

Where can people find you guys?
You can find us at 17B Papanui Road in Christchurch and at 48 Gorge Road Queenstown.

What is one piece of advice for business owners? Can you share any lessons learnt from business struggles or challenges that you’ve overcome?
We did something in the food industry that was a little bit unusual. We offered just one dish –roasted lamb with a side of potatoes. People often asked us to extend the menu or whether we’d start providing accompanying dishes. But we’ve stuck with our original business plan and that’s proven to be successful.

By keeping it simple we’ve been able to produce a quality product, keep operating expenses lean and predictable.

Our experience has taught us to:
Trust your instincts.
Know your market.
Stick with what you’re good at.

What accounting system (if any) were you using before moving to Xero? How did that compare to Xero?
Prior to moving to Sidekick we operated a traditional accounting system – paper, paper and more paper. Moving to Xero has allowed us to streamline our accounting and provided more day to day visability.

Why did you choose our Sidekick service for your business?
We approached DJCA about Sidekick on the recommendation of our digital marketing agency, Empire9. After finding out more we saw that the sidekick offer would compliment our business and simplify our businesses finances.

Find out more about Pedro’s and how you can order from your local store here.

CrunchBoards – the Xero add-on we’re loving right now

By . Posted in Business Growth, Cloud Software, Solutions.


crunchboards-dashboard

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. CrunchBoards on any device

Loving Life in The Cloud

By . Posted in Cloud Software, Small Business, Solutions.

What is the cloud we hear you say?

Why it’s only the backbones of our company! The ‘Cloud’ refers to the Internet. Instead of buying software and installing it directly on your computer, cloud software is simply accessed online. Just log in from any computer with internet access, and away you go.

Why switch to the cloud?

Ever had your computer crash and lose all of your work? Well that is no longer a problem with the cloud. Any data, files, or documents in the cloud are there for good and won’t be lost if your laptop dies or computer crashes. We also think the cloud is fantastic because it is cheap! Most cloud products are inexpensive with a small monthly fee, or even better are free.

What do we love about it the most?

You can take your work anywhere! At home, on holiday, waiting in line at the post office, you can access what you need to as long as you have an internet connection.

Is it safe?

Yes, it is. Software like Xero have whole teams dedicated to the safety of your information. If you use internet banking, then you can trust the likes of Xero as they have the same encryption code.

How do we know?

Because we speak from experience. Each djca staff member is cloud based and we are proud to say it! We use Google Apps for communication and appointment booking, Box for document storage and collaboration, WorkflowMax for job and customer relationship management, SmartPayroll for our payroll, and of course Xero… and that is only naming a few! These applications allow us to be an almost paperless and totally mobile office.

Want to know more?

Get in touch with us today. We are happy to have a chat with you on how the cloud can help your business as much as it has helped us. Without the use of the cloud, we wouldn’t be where we are today helping as many people as we do.

Xero Add-on Focus: Deputy

By . Posted in Cloud Software, Small Business, Solutions, Startups.

deputy

This online business software is putting an end to staff roster issues and endless hours of administration. We recently caught up with Kristin from the Deputy team to tell us more about their cool system.

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How to Keep Investors on Your Side

By . Posted in Business Growth, Cloud Software, Contractors, Small Business, Solutions, Startups.

This is a featured Blog from our friends at SeederBoard.
Seederboard-logo

Raising funds for any business is notoriously difficult. Any number of factors can slow things down or get in the way, preventing you from taking your business to the next level.

Once you have completed endless elevator pitches, a frantic search for due diligence paperwork, then working out a fair term sheet, you might finally close the fundraising round. (more…)

Xero Add-on Focus: GeoOp

By . Posted in Cloud Software, Contractors.

    GeoOp

This handy online business software is responsible for revolutionising the Trades and Services Industries. Recently, we caught up with Scott to find out more about GeoOp.

Tell us a little bit about GeoOp…

The tool that started the revolution. Equipping field staff now!

GeoOp is the APP that replaces inefficient, paper based systems with a simple way to accurately create, assign, cost, quote & invoice jobs while in the field.

What are the main benefits tradies will see with GeoOp?

GPS functionality ensures visibility in the office and time saving on the job. GeoOp takes advantage of the mobile devices already in the hands of trade & service staff. Join the revolution today.

Where do you operate?

GeoOp is a global solution, headquartered out of Auckland, New Zealand. We have a Melbourne office in Australia with a range of support and sales staff, and have sales offices setup in London, UK and Denver, US.
Most of our customers are located in Australia, US and the UK.

What are your thoughts on Xero? How does your software integrate with it?

Xero are a key partner for GeoOp. We integrate with Xero to allow our customers to access and integrate their accounting and stock information to make our already amazing solution that much better.

What is one piece of advice for business owners in your industry? Can you share any lessons learnt from business struggles or challenges that you’ve overcome?

Don’t be scared of change! Embracing a new way of working can be tough, our industries we market to have been working with pens and paper for decades and change can be frightening. But once a trades or service business revolutionises the way it works by implementing GeoOp, the work/time required to adopt a new way of operating pays itself back in spades with the efficiencies gain in day to day work.

Why do you like to recommend our Sidekick service to your clients?

Sidekick are like us, they’ll revolutionise the way you work and will help you reach your goals in business.

Our favourite superhero is Batman because he made sure he has a trusty Sidekick… who is yours and why?

Iron Man because he’s constantly upgrading and staying ahead of the technological curve – Something we strive for + he’s kinda cheeky.

https://www.youtube.com/watch?v=AvZiVcuOYBY

Like what you see? Get in touch with GeoOP on their website today! Or see the app for yourself on the Apple App Store, or on the Google Play Store.