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:
Instantly see all your bank balances, recent sales and upcoming bills.
Reconcile foreign currency accounts. Gains & losses are calculated for you.
Do pay runs and track wage expenses or connect with your payroll system.
Handle personal expenses - just review and approve receipts.
The important things to consider when comparing accounting software.
Free online support
Unlimited, around the clock email support and detailed online help centre.
Instant, up-to-date reporting with quick links to all the original transactions.
Manage your spending and make bill payments in bulk to creditors.
See your most important customers & suppliers to follow up right away.
Simple budgeting tools keep you on top of spending & savings goals.
Do invoicing, expenses and track cashflow on the go.
Track stock movements & make invoicing even easier with inventory items.
Fixed asset depreciation
Easily update fixed assets & depreciation schedules for accurate reporting.
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.