Reckon System Set-up
At Perth Bookkeeping Professionals, our expert team of Reckon Bookkeepers can set up your Reckon software and customise the accounting set up to suit your business’s needs. We’ll enable you to get started with the program with the peace of mind that it is set up correctly and going to meet your reporting requirements.
Setting up Reckon software will include:
- Set up of the Chart of Accounts
- Set up of tracking categories (if required)
- Setting up your bank accounts (and set up bank feeds)
- Set up of the payroll system and employee cards
- Set up of the inventory system
- Customising your Dashboard
If you are looking at changing over from your current system to Reckon, we can assist you with the conversion process. We can help convert your data from old systems (such as MYOB, Quickbooks, Xero and more) to your new Reckon account.
Moving your current data across means you will not lose any of the current financial year data. The opening balances will be bought across to the new system and we can import all your customer, supplier and employee card files. We’ll make sure there is no lost time for your business in the change-over.
Reckon Add-ons and 3rd Party Integrations
If you have other system requirements for your business that require add-ons and third-party integrations, Reckon integrates seamlessly with many other tools. From timesheet applications, right through to workflow management, there will be an option to suit you and keep business flowing.
Perth Bookkeeping Professionals will work with you to understand the elaborate workings of your business. We’ll tailor the Reckon software together with third-party integrations to ensure your business is running smoothly and efficiently, saving you stress, time and money.
Our Reckon bookkeepers are Reckon Certified Consultants and have a vast range of bookkeeping knowledge and experience. We’ll provide you with peace of mind knowing that we can provide the highest standard of bookkeeping, while meeting all your individual business requirements.
We pride ourselves on ensuring that our clients are always kept up-to-date and informed about the position of the business finances. Our Reckon bookkeepers will be sure to inform you if we notice anything that may require further attention, or changes that should be made in your business in order to maximise profits.
Bookkeeping tasks may include:
- Bank Reconciliations
- Cash flow management
- Financial reporting and analysis
- Accounts payable and receivable
- End of financial year processes
- Budget forecasting
- BAS services
Reckon Cash Flow Management and Reporting
Our qualified team of bookkeepers love the simplicity of the Reckon reporting and management tools that are available. We can fully customise your reports, so they mean something to your business. From the standard profit & loss and balance sheet, through to more detailed reports, Perth Bookkeeping Professionals can set-up your Reckon reports that can track your sales targets and other KPI’s that are relevant to your business.
The cash flow and budgeting tools in Reckon can also be customised to set up a budget and cash flow forecast geared at increased profits and business growth. With the Reckon dashboard view, you can see a different side of your business and take more control.
We understand that when life gets busy, your accounts are often what gets put aside. When you find yourself behind on your BAS lodgments, superannuation payments or your income tax lodgments, our bookkeepers are here to help.
With Reckon Rescue Packages, we can get your bookkeeping, lodgments and payments up to date. We will take care of all the processing, BAS lodgments, income tax lodgments and more. We can even work with the ATO to set up payment plans on overdue amounts if needed.
Through using AI software integrations and our extensive bookkeeping knowledge, we’ll ensure that the Reckon Rescue process is quick and efficient.
Reckon Payroll Management
Payroll management can be one of the most time consuming and stressful tasks in business. Perth Bookkeeping Professionals can run your weekly, fortnightly or monthly payroll for you, giving you your time back so that you can focus on growing your business.
The Reckon Payroll system will meet all your payroll requirements while keeping the process simplistic. Reckon can integrate with timesheet software, manage reimbursable expenses, allow you to schedule leave and keep track of entitlements. Whether you have salaried staff or casual staff on different awards and rates, this can all be set up and managed with our highly qualified Reckon bookkeepers.
Reckon Inventory and Stock Control
An inventory system that manages your stock balances, purchases and sales can make a big difference to your business’s efficiency.
Our Reckon bookkeepers can set up your stock system, including all your items, sales processes and purchasing processes to ensure your data is always up to date. We can also ensure that you are selling at the right price and not losing money on old, out of date stock, as well as confirming you have enough stock to satisfy customer demand. Reckon has several integrations for larger stock management and costing requirements, and we can help you to set those up so there are no interruptions to your workflow.
At Perth Bookkeeping Professionals, our Reckon bookkeepers can help you manage the financials in your business. To find out more, get in touch today!