FAQs
Membership
In a nutshell - No... but...
Our membership focusses on bookkeepers and accountants, so we are not in a position to provide the advisory service you would expect from a bookkeeper or accountant.
Membership is best suited to bookkeepers or accountants in practice, or to businesses that have an internal accountant.
The membership options are:
Silver Membership (free)
For those that would like to make use of our bookkeeping and accountancy forums, or access template trials.
Gold Membership
Best suited for those that are in need of wholesale support services such as payroll, bookkeeping, or management accounts preparation. Includes full discounts on outsourced services.
Platinum Membership
To take full advantage of everything we have to offer, this is the ideal membership level. Access to all of the templates, and our services is provided.
A New Business Start-Up Package is also available, great if you're just starting out and wanting to get your business off the ground - easy and affordable.
Full details of the membership levels can be found on our Membership Packages page.
Tools and Templates
All of our templates are listed in the menu under "Tools & Templates". Here you will find details of all those currently available for members, on either an individual template basis or as a complete package provided to Business Members.
We do have more that have been in development, but usually not finished for release until we see a demand for these. Our Development Desk is available, or we can be contacted directly to discuss other templates that can be provided.
We have a team dedicated to developing tools and templates. Requests via our Development Desk are usually our first priority, otherwise we will be working on larger projects to provide our members in the future as well as a greater range of useful templates.
The monthly membership contributions we receive help us build this team to deliver to you more useful, flexible and powerful tools.
The main limitation is with funding from the monthly membership contributions we receive.
These contributions go towards development costs - our inhouse team, and outsourced specialists on occassions when needed.
The other limitation we have is on the tools and templates themselves. We focus on features and projects that can be used by many members, rather than anything customised for one-person use only. This is to ensure the greatest value can be provided to our members as a whole.
Wherever possible, we do look to cater for all needs in a flexible manner.
We don't provide passwords to the templates for several reasons:
- It helps protects the intellectual property for us, and for our members contributing towards development;
- We can not support template changes done by others;
- Template purchases and monthly contributions allow us to further develop and support these templates;
- Feedback and requests for features and improvements can benefit all template users;
- Updates would not be compatible with changes made to formulae or VBA programming; and
- We provide an ongoing development service - so most changes you would need made can be done by ourselves - less work for you and at no extra cost!
Outsourced Services
Our policy is not to provide credit accounts.
By doing so, and protecting ourselves against cash flow difficulties and risk to bad debt we are in turn protecting our service for all members.
This also keep our rates low and minimises our administration costs whilst ensuring we can continue to meet our ongoing service and development commitments.
We do not make our service rates publicly available, but these are visible to those members in practice on our Outsourced Payroll, Bookkeeping, and Accounting page.
Clients don't often appreciate the true costs involved in providing a payroll, bookkeeping or accounting service so we don't want them thinking our rates are the main costs members have.
Most of our members using our outsourced services don't do this just to provide a cheap service to clients, but to enable them to provide a more valuable service to clients without the extra costs.
Our outsourced services are available for purchase in prepaid blocks.
Once logged in, you can purchase services online via the Outsourced Payroll, Bookkeeping and Accounting page.
These services are tracked online, so you can see the services you have purchased, what has been used and what you have left all from your Purchase History page.
Of course, those that deal with us know we are a happy and friendly bunch and try to be helpful wherever possible. We are more than an online service, we are real people so if you want to know more please do get in touch!