Haven't switched to digital accounting yet?
The digital age has revolutionized every area of our lives.
At the accounting firm Rafael Moshe, they immediately understood that this good news would change the way they deal with their clients, and they decided to adopt digital accounting.
The result was not long in coming: efficiency, saving time and money
CPA Rafael Moshe, in collaboration with Zap Legal
12/01/2022
Wednesday, January 12, 2022, 11:18 Updated: 11:26
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Accountant (Photo: ShutterStock)
Through digital bookkeeping, the customer knows at any given moment what the state of his business is.
Most accounting firms work
in the old method - bookkeeping half a year back, at the end of which the accountant prepares an audit report signed by the business owner. Using the digital tools at my disposal, we give our clients a personal, immediate and close accounting service.
The bills are renewed month by month, all VAT expenses go into a quarterly report of profit and loss, there is more control and the customer is more aware of his financial situation. This way the customer can also get VAT refunds and demand inputs.
All of these parameters are critical in running a business.
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Competitive service prices
Another advantage of digital accounting is that it is not dependent on geographic location.
Although Rafael Moshe's accounting firm is located in the north of the country, it provides services to businesses from all over the country.
I have mailboxes in every area in the country, from where I get the documents and scan them, and in case the customer missed an expense, he will be able to send by email.
We track every month what customers pass on to us.
Because I am located in the north I can be more competitive and offer better prices than those of offices located in the center.
As part of the services provided at the Rafael Moshe accounting firm, each client has a personal and experienced accountant, who updates the client on everything and matters regarding his business.
Huge savings for the customer
In addition, a quarter of the client's meeting with the accountant is held once a quarter, in which a professional and financial clarification of the company's situation is conducted, issues such as expectations of income tax, whether to change the amount of advances or whether to pay a higher salary to the company. This meeting contributes to the proper financial management of the company and to great financial savings for the customer.
To connect my clients to the full picture of their business, I hold one quarterly meeting with the client. This way we know exactly what the given situation of the business is, and not only what expenses exist but also what invoices it is missing and from which vendors it should require them.
In a meeting with one of my clients, we found out in the system that he paid more VAT because he did not receive tax invoices for expenses in the amount of thousands of shekels, so he could not offset these expenses. Shekels per customer, and if six months had elapsed, as is the case in the other offices, it would have been more difficult to demand the VAT back because an exceptional permit must be requested.
That is, once there is ongoing control everything is run more simply and efficiently.
Beware of manipulations
One of the things to watch out for is manipulations done by quite a few accounting firms, whose clients are not even aware of. Some accountants intentionally increase their clients' advances so that a year later, the client will receive income tax refunds and mistakenly think his accountant has' achieved ' He has these refunds.
It should be remembered that the accountants deduct from these refunds their fees, even though it is the clients' money.
Thus, it is important to pay the advances to the income tax according to the expected taxable income.
We advocate a reliable comprehensive service and everything for the same price, with no surprises along the way.
Our firm provides services for capital declarations, for small and large businesses, all reporting to VAT and authorities and more.
Forget paper folders - the app works for you
In recent years, Rafael Moshe's accounting firm has adopted a friendly application
designed to serve exempt dealers, licensees and companies and provides control and perspective on what is happening in the business. We are advancing where the world is going.
The level of security is higher. It is a closed system and has access only to the client and the manager who accompanies it. Also safe and efficient.
CPA Rafael Moshe
Phone
: 077-7784785
Article courtesy of Zap
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