Technology in Accounting Offices: What Has Changed?

Have you ever stopped to think about what an accounting office was like 50 years ago? Certainly, it has no relation to the current reality. The technology in accounting offices has changed the way accountants relate and service their customers. Can you imagine the office boys coming and going between the client’s office and the accountant’s office, bringing documents in and out? It is true that they had invented the facsimile machine. You put the document on the side here and your caller was waiting on the other side. This is of less if we stop to think about how the deeds were done, with manual filling of fiscal books, accounting entries and elaboration of statements. For the accountants, it was a lot of work, a permanent exposure to errors and lengthy conciliation procedures. Not to mention the old typewriter, which when you got it wrong gave a damn trouble to correct. It was the numbering machine, you missed a number and that was it. The sum was wrong, the numbers did not beat and had to start all over again. As a consequence, the productivity of an accounting firm can not be said to be exemplary, however great the accountant’s expertise. What was more advanced was the spreadsheet system called Lotus 123. It was the maximum of automation possible in the accounting offices.

The leap of technology

From the 90’s, mainly, business management software began to gain strength in Brazil. Small, medium and long-term companies received IT solutions that allowed a broad view of the business through management reporting. The paperwork decreased, as well as the need for human resources involved in administrative processes, allowing companies to allocate them in their activities. Decisions became more agile and even the life of accountants was facilitated, since most of these software had accounting modules. At the same time, accounting offices have gained specific tools for accounting records and reporting. Automation on both sides, the productivity gain was natural.At the beginning of the twenty-first century technological solutions began to evolve at a dizzying pace. With the spread of the Internet as a business tool, data transmission has gained new momentum. Office boys were on their way. Today, we are experiencing the age of cloud software and system integration. Now the challenge is to integrate the various sources of strategic information, from software to news feeds into a single tool. We have already come across solutions that allow you to control various financial flows centrally. The logic is reversing. Now it is no longer the manager who seeks information, but the opposite. We are in the information age in real time. Competing is no longer just having the best value proposition for customers. You need agility to make decisions now.

Competitive accounting technology and offices

If you are an accountant, you must have realized that technology and competitiveness go hand in hand. An accounting office competes with other offices. Although competing for price is not the best of strategies, sometimes it becomes inevitable. After all, customers want the best service at the lowest cost. The good news is that this is fully possible. From the moment you have greater productivity, you can serve more customers and, therefore, deliver competitive prices. In accounting, today, agility in the provision of accounting services is a way to generate value for the customer . As for prices, a lean and agile operation, coupled with productivity, guarantees reduced costs and the possibility of being competitive.

What do we have to change these days?

The new change, which is not even so new, in the organizational universe are online softwares. The advantage of this type of software is that it allows you to integrate people into different places. Managers, vendors and administrative staff can share the same information whether or not they are in the office. Thanks to new data transmission technologies, software can be integrated. From this leap forward, the new business model involving accounting offices and their clients is full integration and remote transmission. By means of accounting integration it is possible that the accountant has remote access and capture not only of the financial reports, but also of the fiscal documents. From this resource, besides the near zero reduction of the risk of errors, the work of the accountant has become still more agile. The customer data is captured and already absorbed by the accounting software. With this, we have a scenario in which the financial statements can be produced almost in real time. That means, for the accounting offices, more productivity, less costs and more customers.

Article by: GestãoClick

5 Attitudes That Can Lead Your Company to the Top

In the business world everyone talks about success, reaching their goals and being successful. What few people say is that for a company to gain stability and respect it must go a long way. There is no magic rule for success, but some attitudes and actions can guarantee greater chances of victory in an increasingly competitive market. Based on the best business practices, we selected 5 attitudes that differentiate successful companies from others. Check below:

1 – Be competent

There is a very famous phrase in the world of business management that says: “It takes a lot of courage to do different and a lot of competence to make a difference.” Being competent is much more than being original or doing well. Competency is directly linked to a company’s ability to go further by offering more than their customers expect. There are many good companies, but only truly competent businesses become reference. Apple, Microsoft, Google or that restaurant you always go to on a special occasion has in common the fact that competence transcends the size, style or capital of a company. Competence dialogues with the passion with which your business offers its products and how it deals with its management. Defining yourself as a competitor attracts not only customer loyalty, but also the respect and admiration of competitors.

2 – Learn to deal with failure

Any attempt to simplify success is futile. There is no success without a good deal of failure. Much more than a goal, success is the result of a complex game of trial and error. Companies that have achieved success have a history of failures, slips and problems overcome. The problem is not in failing, but in getting used to the error. Successful business never turns error into a rule, but turns path problems into new paths. Victorious companies are those who find opportunity in situations where other businesses would simply give up. The key to dealing with failure is to recognize your weaknesses, strengthen them, and avoid repeating the same stumbling blocks. Every defeat has a lesson that can take your company on a better and more successful path.

3 – Learn to deal with success

You certainly must remember some successful company that simply declined after reaching the heyday. The business world is full of such examples. It may seem strange, but most companies simply are not prepared to deal with success. Many companies are so successful that when they reach what they are looking for, they do not know how to manage it. Many business people confuse innovation with a waste of good ideas and waste a lot of money trying to reinvent the wheel when they already have a great product or service at their fingertips. Sometimes you just have to pick the moment and simply enjoy the fruits of success without the need to undo one project in exchange for another. If your company has met the goals, if your customers are satisfied and your employees are productive, enjoy it. Improve your ideas, look for innovations that dialogue with your management style, and do not waste the chance to gain some stability because of an ideal of constant dissatisfaction. Being fully satisfied is not accommodating, but it is part of the business game.

4 – Know what your customers really want

It is impossible to succeed alone, this is a phenomenon that is connected to the people around. The same goes for companies. Business depends on many factors to achieve your achievements, but customers are at the heart of any kind of venture. Many companies risk losing success by creating products and services for the market and forget that the market is made by people. There is no chance of success for a venture that does not listen to its customers. Understand what they need, what their problems, desires and goals are. The personal satisfaction of your consumers is directly related to the success of your company. Create products and services that truly improve people’s lives. With this your company will get more than success, it will be unforgettable.

5 – Always be one step ahead

The biggest poison against success is the lack of innovation. Companies accustomed to operating always in the same way, within the same routine, hardly find new ways. The tip is to use tools that modify, for the better, the way of managing your business, maximizing your productivity and raising the quality of your products and services. One way to take a step forward in running your business is to invest in a commercial automation program (so-called ERP). With an ERP, your company now manages centrally and computerized sectors such as accounts payable and receivable, stock controls, customer records, suppliers, cash flow, point sheets and more. With the CLCl Management ERP your company will also have the most modern in the world of commercial automation systems, with a 100% integrated system in the cloud, which guarantees greater accessibility and security when storing your company’s data. The important thing is to get out of the rut and invest in efficient management models to keep your business relevant.

Summing up:
The definition of success depends on the goals proposed by your company. With dedication and focus it is possible to follow a promising path, making your business relevant and loyal to your customers. The main tip is to create a management plan based on the attitudes we have seen here: competence, capacity to deal with failures, maturity to deal with success, proximity to the client and innovation.

Guestpost by Gestaoclick

6 tips for doing business and commercial automation

Automation is increasingly present in our lives. And for those who have a business, it is more and more vital. Therefore, investing in commercial and business automation has become a necessity. However, some groups of entrepreneurs are still afraid to use tools that allow this type of work in their business.

However, we believe that this fear stems from the lack of knowledge about how business and commercial automation is done. So we decided it would be a good idea to put together 6 tips that demonstrate how this is done. In this way, knowledge allows new horizons to open up.

1) Analyze the processes and tasks of your company

Many people think that business and commercial automation is just about hiring a service that performs this kind of work. It is elementary that automating processes and time-consuming tasks will bring more efficiency and productivity. However, which sectors, areas or tasks tend to earn more from this?

Therefore, it is important to analyze the processes and tasks and define what will bring the greatest cost / benefit. That way, you can focus on what’s most needed in the short term. As a result, you will be maximizing your productivity without unnecessarily raising any kind of cost.

A good tip for analyzing such processes and tasks efficiently is to use a business management system. The software is able to automate all your management and still offer complete reports on various sectors of your company.

2) Choosing the Right Technology

There are several types of technologies in the process automation and commercial market. They bring diverse functionalities and each seeks to meet the demands it sees fit.

That way, after analyzing your needs, you need to choose the technology that solves them. There is no point in having an extensive mapping of what needs to be automated and making decisions that do not go against problem solving.

3) Planning is necessary

With the mapping done and the technology chosen, it’s time to plan the implementation. This phase is very relevant and prevents redundancies and problems that put the automation project at risk. For an automation process to be efficient and productive, it is necessary to know all the parameters involved beforehand.

So, without proper planning, to provide the parameters, everything that has been done can collapse. Therefore, a good planning avoids modifications in the implementation phase that will be costly or that can damage the final result. And clearly, no one wants to implement something in their company that will not bear fruit.

4) Understand how business and business automation impacted other similar businesses

It is very common for people to embark on what everyone else is doing. And this is not only valid for personal life, business as well. There may be a very large movement of automation in the companies around you, but this move is only valid if you are on the same scale or niche as yours.

Therefore, seek to understand the impact that the automation projects are bringing to those who are in their area of ​​operation. That way, you will understand how to understand the impacts in a more feasible way and can extrapolate what will happen to your company if you choose this path.

5) Be honest about the project with your collaborators

It is very important to be honest about automation projects with your employees. Those who are working tend to see automation as an enemy. Like someone who will steal your jobs. And this kind of environment can end up hurting everyone involved.

Therefore, adequately explain to your employees the reasons, motives, benefits and impacts that what is being done will bring. It is important to make it clear that automation is coming to help rather than replace.

6) Look for tools according to the current scenario of modern life

With social networks and smartphones, it was simpler to track everything closer.  So look for tools that allow you to track information in real time and on any type of platform.

That way, you can keep track of vital business information from wherever you are. And we know the importance that being well informed can bring in any area of ​​your life. From knowing better about how to change your business to even the most trivial things.

Guestpost by: Gestãoclick

Good Practices for Controlling a Company’s Inventory

Controlling a company’s inventory is a vital activity. It represents the source of supply to meet business demand, which ultimately means that it is one of the most important activities for the organization to deliver on what has been promised to its customers.

Therefore, it is of great importance to define clear strategies and maintain the attention of the responsible team in performing an efficient management of the stock, aligned with the organizational objectives. This becomes all the more essential because it is a process with several challenges to be overcome and of great impact on profitability.

Let’s look at some practices that can help you with your inventory management and open doors for better results.

Control the Stock

Inventory turnover is among the key indicators for controlling enterprise stock. Basically, it measures the number of times the stock has been renewed in a given time interval. That way, you can gauge if you have maintained an optimal volume of items.

If stock turnover is high, it means you have an efficient operation, where products are not “stuck” on the shelves. In this way, the capital of the business remains free for investments in other aspects that produce return to the organization, rather than fixed assets.

Work with Security Stock

One of the great objectives of inventory control is to prevent missing units for customer service. Therefore, one of the main tools to meet such a requirement is the security stock.  This is a quantity of items calculated as surplus to the zeroed stock. Thus, when it arrives at the resupply point, which is the minimum acceptable stock for new units to be ordered, the request is made and, in addition to the volume of items required until the new consignment is received, there should be a quantity for covering unforeseen, such as delays.

Invest in Technology

Technology is a central factor for any business today. It has become an indispensable item for the development of a series of activities, which includes inventory management.

Some examples of contributions that it brings in this case are specific programs to develop the steps involved and various possibilities of process automation. Therefore, this is one of the main ways for the consistent control of its inventory operation.

Attention to Valuable Items

Another good practice involved in inventory management is validity control. It is necessary to find ways, if possible automated, to ensure that you only work with items within the ideal condition of use, which excludes overdue items.

Many techniques help in this process and one of the best known is the FIFO, acronym for First In, First Out, which in free translation means “First to enter, first to leave.” Basically, it advocates that the items should be used depending on their arrival in the stock, releasing first those who arrived first and reducing the possibility of maturities.

Analyze the Usage Profile of each Item and Assemble a Rational Stock

Our sixth tip refers to logistic factors, as is the case of displacement. The more an item is sued, the more it will be taken off the shelf. This indicates that it is better that the most used items have a lower access distance than the lesser used items.

This is just one of the principles that must govern the assembly of the business inventory layout. No matter how simple items look, many organizations overlook their potential gains and lose large amounts every year, thanks to the small losses that accumulate and become gigantic losses over time.

So the trick is: work for a rational stock.

Integrate Processes Associated with Inventory Control

The last good stock control practice we want to highlight is process integration. The activities of each department of a company are interrelated and must be conducted in an integrated manner to generate synergy.

Therefore, the ideal is for you to evaluate, for example, the impact of sales on your stock which, in turn, will affect your financial control.

A great way to have this comprehensive view and maintain accurate control of the entire chain is to use an ERP. It is a software specially directed to offer a virtual interface of your organization and to enable a broad management of your processes.

By: GestãoClick

Top 5 Benefits of Using Data Analysis for Your Sales

More than having a quality product and a competent sales team, it is essential to gather information about your business and the market and analyze them. This measure offers a number of benefits and to find out what are the top 5 benefits of using data analysis for your sales, you’ll find the following topics in this article:

  • Market knowledge;
  • More efficient marketing;
  • Greater sales conversion;
  • Decision-making;
  • Mobility of data analysis.

Knowledge of the market

There are many benefits of using data analysis for your sales, one of the main ones being to help market knowledge. After all, if you don’t understand the segment in which you act are great the chances of making mistakes. On the other hand, by being aware of its operation it is possible to always be ahead of the competition.

In this way, you can offer your target audience solutions in products and services that meet their needs, as this is one of the most assertive strategies to attract potential consumers to your business. With the knowledge of the market you can still, therefore, dictate trends and follow innovations and benefit from them.

More efficient marketing

Just as data analysis allows you to understand your industry so that you can keep up with it and stay in the middle of the competition, the study of information also enables your business to invest in more efficient marketing actions. This is one more way to win over your target audience and sell more. With the analysis of data, you can still reduce investments with marketing, since it is possible to focus on the actions that offer the best results, without spending on what doesn’t give the expected return. In times of wide variety of marketing actions that can be done, nothing better than identifying the most advantageous for your business.

Higher sales conversion

When you know the market and the most efficient marketing campaigns are carried out, a natural consequence is the greater conversion of sales. After all, selling more is the goal of every business, as it means more profit and possibility to grow your business and make it more modern. Analyzing the data also helps the team identify who are the consumers of your product and thus adjust advertising campaigns and even the product or service itself to serve them more appropriately. In addition, it allows you to understand the buying behavior of consumers and thus present your merchandise at the right time.

Decision-making

While analyzing data for your sales control is essential, this task can cost a lot of time for your team when it’s done without the use of the right tools. Nowadays, even small businesses work with a large flow of information and analyzing all your business data can be quite costly. With this, your team will take a lot more time to get the answers you are looking for and when that happens it may already be too late. To do so, there are tools that help in analyzing data, showing the relevant information in real time and clearly, through graphs and other resources. In addition to agility these features promote the sharing of data with all involved, making the work more organized. All of this is of utmost importance for making decisions, because without up-to-date and complete information you run the risk of not making the best choices for your business.

Mobility of data analysis

The appropriate tools for analyzing the data should still offer remote access. This advantage is useful at different times, since you and your team are not always in the company. In addition, decision-making often occurs during outside sales and in meetings outside the company. But with a system that offers data analysis mobility that can be done anywhere and anytime, you can make the right decisions whenever you need them. To perform this task and other business management activities the ERP for small and medium enterprises ManagementClick is a complete resource.

This system automates all your business data, connects industries and automates processes. Thus, in addition to dynamism, you can count on the most complete data security of your company. For margin, these softwares allow you to manage from the customer registry to complete the financial control program of your company.

Article by: GestãoClick