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Your clients’ accounts and banking working together. Online.

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Your clients’ accounts and banking working together. Online.

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  1. Your clients’ accounts and banking working together. Online.

  2. MYOB LiveAccounts What is it? • Easy to use accounting solution • Available online, anytime • Linked to your bank accounts • Ideal for sole traders, start ups and smaller businesses

  3. MYOB LiveAccounts What can it do? • Create Invoices • Track Expenses • Calculate Pay • Manage GST • Track Banking • Manage Contacts • Produce Reports

  4. Who is LiveAccounts for? Small and simple businesses Businesses wanting anywhere, anytime access Businesses with little accounting knowledge Not keen on updates and backups Businesses new to accounting software

  5. MYOB LiveAccounts What are the benefits to the practice? • We can work on the same data, at the same time – no more file transfers • We can access a client’s business data whenever, wherever we need to • Linking their accounts and their banking means we get better data • Having access to current information means we can deliver proactive advice

  6. LiveAccounts ProductOverview

  7. Key business information at a glance See what’s happened since the client last logged in

  8. Key business information at a glance Current status of who owes the client money

  9. Key business information at a glance The client’s top 5 expenses

  10. Key business information at a glance Current status of the client’s bank accounts

  11. Easy invoicing See who has paid and who hasn’t

  12. Safely email or post invoices

  13. Invoice is sent as a PDF Get paid faster by emailing invoices to customers

  14. Invoice is sent as a PDF Sent straight to the customer’s inbox

  15. Straight-forward expense tracking Know exactly when the client’s expenses are due

  16. Keep a close eye on the $$$s Snapshot on the money flowing in and out of the client’s business

  17. Linking your bank accounts Linking their bank accounts means no data entry & regular payments are automatically allocated

  18. Managing the business contacts Record all of the business contacts in one place

  19. Pay yourself or your team Pay themselves or their employees weekly, fortnightly or monthly

  20. Does the maths for you Calculates tax, Kiwisaver and any additions and deductions

  21. Print or email payslips Updates LiveAccounts with the pay run entries too

  22. Easy to use reports Over 20 reports available from Profit and Loss, Balance Sheet to GST and more.

  23. The benefits of online include: • Available anytime • Available anywhere • Always up to date • Always backed up

  24. Safe, secure and backed up • Safe • Secure • Backed up • Password Protected

  25. All you need for one low price $25 per monthincl. GST

  26. Getting a client started is easyGo to myob.co.nz/liveaccountsto start a free 30 day trial

  27. LiveAccounts Admin Centre Overview

  28. LiveAccounts Admin Centre Access all of your LiveAccounts clients from one place

  29. LiveAccounts Admin Centre Access important information on how to get started and rewarded

  30. LiveAccounts Admin Centre Create a LiveAccounts ledger for a client before handing over to them

  31. LiveAccounts Admin Centre Request access or invite a business to use LiveAccounts

  32. LiveAccounts Admin Centre Manage invitations to access LiveAccounts ledgers here

  33. LiveAccounts Admin Centre Create as many users as you need

  34. Getting Started

  35. Getting Started Become a LiveAccounts Advisor at myob.co.nz/liveaccounts/advisorsIt’s FREE to join! Join the LiveAccounts rewards program to get rewarded for recommending LiveAccountsIt’s FREE to join! Access the LiveAccounts Advisor materials for a range of promotional tools and materials Promote LiveAccounts to suitable clients

  36. More information? Visit the LiveAccounts websitemyob.co.nz/liveaccounts Chat online or send an email to the LiveAccounts team at myob.co.nz/liveaccounts/support Talk to your MYOB client manager or evangelist

  37. Your clients’ accounts and banking working together. Online.