Stop Drowning in Paperwork

Written on the 20th of July 2011 by Luke Glasgow

For many people, paperwork is put into the "too hard basket". Whether you are an individual or a business owner, we have the solution for storing your paperwork that will not only give you time to do the things you enjoy, but also will save you money.

Wealthfarm offer a system that does everything for you:

Dashboard

Instantly see all your bank balances, recent sales and upcoming bills.

Multi-currency

Reconcile foreign currency accounts. Gains & losses are calculated for you.

Payroll

Do pay runs and track wage expenses or connect with your payroll system.

Expense claims

Handle personal expenses - just review and approve receipts.

Compare

The important things to consider when comparing accounting software.

Free online support

Unlimited, around the clock email support and detailed online help centre.

Financial reporting

Instant, up-to-date reporting with quick links to all the original transactions.

Pay bills

Manage your spending and make bill payments in bulk to creditors.

Contacts

See your most important customers & suppliers to follow up right away.

Personal finance

Simple budgeting tools keep you on top of spending & savings goals.

Mobile

Do invoicing, expenses and track cashflow on the go.

Inventory

Track stock movements & make invoicing even easier with inventory items.

Fixed asset depreciation

Easily update fixed assets & depreciation schedules for accurate reporting.

Security

Your data has never been safer.

 

We also offer a content management system that is simple, scalable and affordable solution to manage documents, media and all your content online. Share files as a link. Sync files on the desktop. It’s file sharing, reinvented.

Call Wealthfarm today on 1800 967 548 to make an appointment with one of our professionals that will explain how these systems work and what packages are available for both individuals and businesses.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. Wealthfarm Pty Ltd, ACN 119 411 175, AFT Wealthfarm Unit Trust ABN 77 159 754 322 trading as Wealthfarm Financial Planners, is an Authorised Representative of GWM Adviser Services Limited, AFSL 230692, an Australian Financial Services Licensee with its registered office at 105-153 Miller Street North Sydney NSW 2060.

Please note that GWM Adviser Services and Wealthfarm Pty Ltd are not responsible for the advice and services provided by Propertyfarm, Wealthfarm Accountants and Wealthfarm Finance. Wealthfarm Pty Ltd, Wealthfarm Accountants and Propertyfarm are owned by the Wealthfarm Group Trust. Nicholas Sinclair is a beneficiary of the Wealthfarm Group Trust and as a result will receive distributions and/or other benefits from the Wealthfarm Group Trust.