Using Excel in your business may be masking a flawed business process.
I wanted to share with you a recent experience with a new client who came to me quite stressed, and their reasons were:
They don't enjoy doing their books each month or each quarter;
It takes too long, and
They don't have time to do it
This was their process: “I'll get my big box of receipts and invoices, and then I manually enter that into a spreadsheet and provide that to the accountant.”
I asked, “Why do you do it like that?”
He says, “That's how the accountant wanted me to do it.”
There was pure joy on their faces when I took them on the path to a more simplistic and seamless process of using the likes of Xero, Dext and KeyPay.
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