{"id":18334,"date":"2023-01-12T12:55:34","date_gmt":"2023-01-12T10:55:34","guid":{"rendered":"https:\/\/accounto.ch\/?p=18334"},"modified":"2023-06-06T17:16:09","modified_gmt":"2023-06-06T15:16:09","slug":"3-points-on-how-smart-trust-software-can-now-help-make-your-busy-season-easier","status":"publish","type":"post","link":"https:\/\/accounto.ch\/en\/3-points-on-how-smart-trust-software-can-now-help-make-your-busy-season-easier\/","title":{"rendered":"3 points on how smart trust software can now help make your busy season easier"},"content":{"rendered":"\n

Das Ende der Weihnachtstage ist gleichbedeutend mit dem Anfang der Busy-Season. In diesem Blog erl\u00e4utern wir Ihnen, wie eine intelligente Treuhandsoftware f\u00fcr Entlastung in dieser arbeitsintensiven Jahreszeit sorgt.<\/p>\n\n\n\n

Vorgelagerte Abschlussarbeiten dominieren die Anfangsphase der Busy-Season<\/strong><\/h3>\n\n\n\n

Ehe Sie mit den Jahresabschl\u00fcssen Ihrer Mandant:innen starten k\u00f6nnen, m\u00fcssen Sie einige Vorbereitungsarbeiten erledigen. Vermutlich greifen Sie dabei auf \u00abChecklisten\u00bb zur\u00fcck, um die Zusammenarbeit mit dem KMU zu vereinfachen und den Abschlussprozess effizienter zu gestalten.<\/p>\n\n\n\n

Bei den meisten Checklisten sticht rasch ins Auge, welch wichtige Rolle die saubere Aufbereitung und \u00dcbergabe der Gesch\u00e4ftsunterlagen Ihrer Mandant:innen einnimmt. Von der klassischen Eingangsrechnung bis hin zur Versicherungspolice soll alles m\u00f6glichst strukturiert bei Ihnen auf dem Tisch landen. Denn nur dadurch k\u00f6nnen Sie eine preislich attraktive Treuhanddienstleistung anbieten. Eine intelligente Treuhandsoftware kann dieses Vorhaben wie folgt unterst\u00fctzen. <\/a><\/p>\n\n\n\n

1. Einheitliche und digitale Beleganlieferung<\/strong><\/h4>\n\n\n\n

Dropbox, Sharepoint oder doch SwissTransfer? Kundenbed\u00fcrfnisse ver\u00e4ndern sich und wahrscheinlich betreuen auch Sie bereits das eine oder andere KMU, welches komplett digital mit Ihrem Treuhandunternehmen zusammenarbeitet. In diesem Zusammenhang stellt sich als erstes die Frage, wie die elektronischen Kundenunterlagen in Ihr Treuhandunternehmen gelangen. In der Praxis greifen Treuhandunternehmen hierzu oftmals auf teure Dokumenten-Management-Systeme oder g\u00fcnstige Filehosting Dienste zur\u00fcck. Speziell Anwendungen wie Dropbox, Sharepoint oder SwissTransfer l\u00f6sen aber zahlreiche neue manuelle Prozesse innerhalb der Treuhandunternehmung aus, was sich negativ auf die Effizienz und somit Marge auswirkt.<\/p>\n\n\n\n

Moderne und intelligente Treuhandsoftwares wie diejenige von Accounto<\/a> denken den Belegfluss ganzheitlich und machen teure Dokumenten-Management-Systeme sowie Filehosting-Dienste \u00fcberfl\u00fcssig. KMU k\u00f6nnen die eigenen Gesch\u00e4ftsunterlagen laufend mit einer App scannen und diese hiermit dem Treuhandunternehmen \u00fcbermitteln.<\/a><\/p>\n\n\n\n

2.<\/strong> Automatisierung der unterj\u00e4hrigen Buchf\u00fchrung<\/strong><\/h4>\n\n\n\n

Bevor Sie den Jahresabschluss und die Steuererkl\u00e4rung f\u00fcr den Mandant:in erstellen k\u00f6nnen, gilt es vorab s\u00e4mtliche Gesch\u00e4ftsf\u00e4lle in der Finanzbuchhaltung zu erfassen. Insbesondere die Buchhaltungen von kleineren Kund:innen bleiben unter dem Jahr h\u00e4ufig unangetastet. Folglich sind anfangs Jahr ausgebildete Treuhandfachkr\u00e4fte gezwungen, die Buchf\u00fchrungshistorie unter grossem Zeitdruck nachzuf\u00fchren. Treuhandunternehmen verlieren dadurch wertvolle Personalressourcen, um hochmargige Dienstleistungsauftr\u00e4ge wahrzunehmen.<\/p>\n\n\n\n

Die Buchf\u00fchrung der eigenen Mandant:innen k\u00f6nnen Treuhandunternehmen bereits heute vollst\u00e4ndig automatisieren und vor allem tagesaktuell abbilden. Zum Beispiel liest die moderne Treuhandsoftware von Accounto s\u00e4mtliche \u00fcbermittelten Belege aus und generiert daraus passende Buchungsvorschl\u00e4ge. Auch die zeitraubenden Kontoabstimmungsarbeiten <\/a>(Bank, Debitoren und Kreditoren) erfolgen mit Accounto vollautomatisiert, was zu einer zus\u00e4tzlichen Entlastung beim Jahresabschluss beitr\u00e4gt.<\/p>\n\n\n\n

3<\/strong>. Jeder Abschluss ein eigenes Kundenprojekt<\/strong><\/h4>\n\n\n\n

Jeder Jahresabschluss ist ein kleines Projekt und wie wir alle wissen, wollen Projekte geplant sein. S\u00e4mtliche involvierten Parteien sollten stets den Projektstatus sowie ihre Aufgaben darin kennen. Da der Kunde:in stark an der Abschlusserstellung (z. B. Ausk\u00fcnfte hinsichtlich Abgrenzungen) mitarbeitet, gilt es auch diesen bestm\u00f6glich zu integrieren. Heutzutage geschieht dies mit physischen Checklisten und un\u00fcbersichtlichem E-Mail-Ping-Pong.<\/p>\n\n\n\n

Intelligente Treuhandsoftware<\/a> er\u00f6ffnet neue M\u00f6glichkeiten, um die Kollaboration mit dem Mandant:in zu digitalisieren und vereinfachen. Bei Accounto lassen sich beispielsweise Projekte anlegen, auf die auch der Kunde:in zugreifen kann. Hierdurch lassen sich Pendenzen erfassen, zuweisen und terminieren. Dadurch erh\u00f6hen Sie die Transparenz und st\u00e4rken das Vertrauen in Ihre Dienstleistungen.<\/p>\n\n\n\n

Wie \u00fcberall im Leben gilt auch beim Jahresabschluss: Die optimale Vorbereitung ist bereits die halbe Miete. Mit einer intelligenten Treuhandsoftware k\u00f6nnen Sie die Arbeitsbelastung Ihrer Mitarbeitenden reduzieren und erst noch finanziell von effizienteren Prozessen profitieren. Lernen Sie Accounto jetzt bei einem unverbindlichen Gespr\u00e4ch kennen.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The end of Christmas is synonymous with the beginning of the busy season. 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