Momwe Makampani Owerengera Amapangira Ndalama Zobwerezedwa ndi Branded Client Software

The New Frontier for Accounting Firms: Software as a Service

Kwa zaka zambiri, makampani owerengera ndalama akhala akugwiritsa ntchito njira yosavuta: bili ya maola ogwira ntchito, malipiro okonzekera msonkho, funsani nkhani zachuma. Koma kusintha kwachete kukusintha makampani. Makampani oganiza zamtsogolo akupeza kuti atha kupereka phindu lochulukirapo - ndikupanga njira zopezera ndalama zomwe zingadziwike - popatsa makasitomala awo mapulogalamu abizinesi odziwika bwino. Tangoganizani kampani yanu yowerengera ndalama ikupereka makasitomala malo awoawo omwe ali ndi ma invoice, kutsatira ndalama, malipiro, ndi CRM-zonsezo zili pansi pa chizindikiro cha kampani yanu. Izi sizongopeka chabe; zikuchitika pakali pano, ndipo makampani omwe amavomereza chitsanzochi akuwona kuti chiwerengero cha makasitomala chikukwera pamwamba pa 95% pamene akuwonjezera ndalama zisanu ndi chimodzi pachaka.

Zowerengera zanthawi zonse zimakumana ndi zovuta. Makasitomala amawona ma accounting ngati ndalama zofunikira m'malo mwa mgwirizano. Mpikisano wochokera ku mapulogalamu amisonkho odzichitira okha komanso ntchito zowerengera ndalama zakunyanja zikupitilirabe malire. Pakadali pano, makasitomala amayembekeza kwambiri njira zamaukadaulo zophatikizira zomwe zimathandizira mabizinesi awo onse - osati kusunga kwawo ndalama. Popereka mapulogalamu abizinesi odziwika bwino, makampani owerengera ndalama amasintha kuchoka kwa opereka chithandizo kupita ku ma strategic tech tech.

Chifukwa Chake Makampani Owerengera Ayenera Kupereka Mapulogalamu Odziwika Kwambiri

Kusinthira kuzinthu zamapulogalamu kumayimira zambiri osati mwayi wopeza ndalama—ndikuwunikiranso gawo la kampani yowerengera ndalama paubwenzi wamakasitomala. Mukapereka zida zomwe makasitomala anu amagwiritsa ntchito tsiku ndi tsiku, mumakhazikika m'ntchito zawo m'malo mokhala mlangizi wakunja komwe amapitako kotala. Izi zimapanga kukakamira komwe kumadutsa kusintha kwa ogwira ntchito kapena kugula mitengo.

Kusintha kwa Ndalama Zobwerezabwereza

Ndalama zanthawi zonse zowerengera ndalama zimasinthasintha malinga ndi nyengo zamisonkho, kayendedwe kazachuma, komanso kusintha kwamabizinesi a kasitomala. Mapulogalamu odziwika bwino amapanga ndalama zodziwikiratu zomwe zimachitika pamwezi (MRR) zomwe zimathandizira kusinthasintha uku. Kampani yomwe ili ndi makasitomala 100 omwe amalipira $49 / mwezi pa pulogalamu yawo yodziwika bwino imapanga pafupifupi $60,000 pachaka mu MRR yowona - ndalama zomwe zimapitilira ngati makasitomala angafunikire chithandizo chowonjezera kapena ayi.

Njira yopezera ndalamayi imasinthanso momwe makasitomala amawonera mtengo. M'malo mowona kampani yanu ngati ndalama, amawona kulembetsa pulogalamuyo ngati chinthu chofunikira pakugwira ntchito - chofanana ndi intaneti kapena foni yawo. Kusintha kwamalingaliro uku kumapangitsa kuti mitengo ichuluke bwino komanso imachepetsa kusamvana kwamakasitomala panthawi yamavuto azachuma.

Ubale Wozama wa Makasitomala

Makasitomala akamagwiritsa ntchito pulogalamu yakampani yanu pochita ntchito zatsiku ndi tsiku, mumayamba kuwoneka mubizinesi yawo kuposa kale. Mumawona machitidwe azachuma akamatuluka, zindikirani kusagwira ntchito bwino kusanakhale zovuta, ndikudziyika nokha ngati mlangizi weniweni wabizinesi m'malo mongowerengera manambala. Kuyandikira uku kumapereka malingaliro okhazikika omwe akuwonetsa phindu lowoneka.

Ganizirani za kasitomala amene amagwiritsa ntchito invoice yanu yodziwika ndi makina a CRM. Mutha kuzindikira kuti ndalama zomwe amalandila zapitilira masiku 30 mpaka 45 ndikuwonetsetsa njira zosinthira ndalama. Kuzindikira kotereku kumasintha ubale wanu kuchoka pakuchita zinthu mwachangu kupita ku mgwirizano wokhazikika.

Kodi Makampani Owerengera Ndalama Ayenera Kupereka Mitundu Yanji Yamapulogalamu?

Si mapulogalamu onse omwe amapangidwa mofanana akafika kumakampani owerengera ndalama. Zochita bwino kwambiri zimayang'ana zida zomwe mwachilengedwe zimakwaniritsa ntchito zowerengera ndalama pomwe zimapereka phindu kwa makasitomala. Nawa ma module apakati omwe amapereka zotsatira zamphamvu:

• Client Portals with Document Management: Tetezani zipata komwe makasitomala amatha kukweza zikalata, kuwona zikalata zandalama, ndikulankhulana ndi gulu lanu. Izi zimalowa m'malo mwa maimelo opanda chitetezo ndikupanga malo okhazikika amakasitomala onse.
• Mainvoyisi ndi Malipiro: Mapulogalamu otumizira ma invoice okhala ndi zilembo zoyera omwe amalumikizana ndi ma accounting system. Makasitomala amatha kupanga ma invoice akatswiri, kutsatira zomwe walipira, ndi kulunzanitsa data ndi mabuku anu.
• Kutsata Mtengo: Mapulogalamu ogwiritsira ntchito zolipirira pa foni yam'manja omwe amalola makasitomala kujambula malisiti ndi kugawa ndalama m'magulu anthawi yeniyeni, kuchepetsa kwambiri zolakwika zosungirako mabuku komanso kukonzanso kuyanjananso.
• Basic CRM: Zida zosavuta zowongolera ubale wamakasitomala zomwe zimathandiza makasitomala kutsatira zomwe akutsata, makasitomala, ndi mayanjano—ndizofunika kwa mabizinesi ang'onoang'ono omwe amagwira ntchito ndi makampani owerengera ndalama.
• Kutsata Nthawi: Kwa makasitomala otengera ntchito, kutsata kophatikizika kwa nthawi komwe kumayenda molunjika ku ma invoice ndi ma accounting system.
• Analytics Yoyambira: Ma Dashboards omwe amawonetsa mayendedwe ofunikira abizinesi monga kuchuluka kwa ndalama, phindu, ndi momwe amagulitsa—ndi mbiri ya kampani yanu yonse.

Mfungulo ikuyamba ndi ma module omwe amagwirizana mwachindunji ndi ntchito zanu zazikulu, kenako ndikukulitsa kutengera malingaliro a kasitomala ndi zosowa. Pewani chiyeso chopereka zinthu zambiri nthawi yomweyo; m'malo mwake, yesetsani kuchita zinthu zingapo bwino kwambiri.

Kukhazikitsa Njira: Kuchokera ku Concept mpaka Kukhazikitsa

Kukhazikitsa bwino pulogalamu yodziwika kumafuna kukonzekera bwino ndikuchita. Kuthamangitsa ndondomekoyi kungayambitse zovuta zamakono, makasitomala osokonezeka, ndi mwayi wophonya. Tsatirani njira iyi pang'onopang'ono kuti mutsimikizire kutulutsa kosalala:

1. Chitani Chiyembekezo Chofuna Makasitomala: Unikani makasitomala anu kuti amvetsetse zowawa zawo ndi zomwe akufuna. Funsani za zida zomwe akugwiritsa ntchito panopa, zomwe amalipira, ndi zokhumudwitsa zomwe amakumana nazo.
2. Sankhani Pulatifomu Yanu Yaukadaulo: Sankhani njira yokhala ndi zilembo zoyera ngati Mewayz yomwe ili ndi magawo omwe makasitomala anu amafunikira ndikusintha makonda anu. Onetsetsani kuti nsanja ili ndi mwayi wolumikizana ndi API wamtsogolo.
3. Konzani Njira Yanu Yamitengo: Dziwani ngati mungaphatikizepo mapulogalamuwa ngati gawo la phukusi lanu lantchito kapena kulipiritsa padera. Makampani ambiri ochita bwino amagwiritsa ntchito njira yokhazikika yokhala ndi zofunikira zophatikizidwa ndi ma module a premium monga zowonjezera.
4. Kupanga ndi Sinthani Mwamakonda Anu: Gwirani ntchito ndi opereka nsanja kuti mugwiritse ntchito logo yanu, mawonekedwe amtundu, ndi mawu amtundu uliwonse papulogalamuyo. Pangani zida zoyambira ndi makanema ophunzirira omwe ali ndi dzina lakampani yanu.
5. Pilot with Select Clients: Yambitsani ndi 5-10 makasitomala odalirika omwe angapereke ndemanga. Gwiritsani ntchito malingaliro awo kuti muwongolere ndikuzindikira zovuta zilizonse zaukadaulo.
6. Phunzitsani Gulu Lanu: Onetsetsani kuti gulu lanu lowerengera ndalama likumvetsetsa momwe mungagwiritsire ntchito pulogalamuyo ndipo ikhoza kuwonetsa bwino phindu lake kwa makasitomala. Ayenera kuthana ndi zovuta zoyambira ndikuzindikira mipata yogulitsira.
7. Kutulutsidwa Kwathunthu ndi Thandizo Lotsatsa: Lengezani zatsopano kwa makasitomala anu onse kudzera mu makampeni a imelo, ma webinars, ndi kulumikizana kwanu. Onetsani zabwinozo ndikuphatikizanso mitengo kapena zolimbikitsira zapadera.

Njira iyi yapang'onopang'ono imachepetsa chiopsezo ndikukulitsa kulera ana. Gawo loyeserera ndilofunika kwambiri - limatembenuza makasitomala osankhidwa kukhala olimbikitsa omwe angathandize kulimbikitsa mapulogalamuwa kwa ena.

Zitsanzo Zamtengo Zomwe Zimagwira Ntchito

Mmene mumagulira mapulogalamu anu omwe amapereka kumakhudza kwambiri kutengera ana anu komanso phindu. Makampani owerengera ndalama nthawi zambiri amagwiritsa ntchito imodzi mwamitundu itatu:

• Mitengo Yophatikizana: Phatikizanipo mwayi wofikira pamapulogalamu monga gawo la maakaunti anu. Izi zimagwira ntchito bwino kumakampani omwe akufuna kukulitsa zomwe akuganiza kuti ntchito zawo zazikuluzikulu zikuyenda bwino popanda kuwonjezera zovuta pakulipira.
• Kulembetsa kwa Tiered: Mupatseni magawo angapo amitengo okhala ndi zinthu zomwe zikuchulukirachulukira. Mwachitsanzo: Basic ($ 29/mwezi) ikuphatikizapo zikalata zikalata ndi kutsatira ndalama; Professional ($ 49 / mwezi) amawonjezera ma invoicing ndi CRM; Bizinesi ($79/mwezi) imaphatikizapo kusanthula kwapamwamba ndi chithandizo chofunikira kwambiri.
• Mitengo ya Wogwiritsa Ntchito: Kulipiritsa kutengera kuchuluka kwa ogwiritsa ntchito kuchokera ku bungwe lamakasitomala. Chitsanzochi chimakula mwachibadwa pamene makasitomala akukula ndikuwonjezera mamembala a gulu.

"Makampani omwe amaphatikiza mapulogalamu ndi ntchito zawo amawona 40% yosungitsa makasitomala apamwamba, pomwe omwe amalipira padera amapeza ndalama zokwana $12,000 pachaka pa akatswiri ogwira ntchito." - Kafukufuku wa Accounting Technology Adoption 2024

Makampani ambiri ochita bwino amayamba ndi mitengo yamtengo wapatali kuti atengere ana, kenaka amayambitsa magawo apamwamba pomwe makasitomala amadalira nsanja. Mfungulo ndikuwonetsetsa kuti mtengo ukuwonetsa mtengo womwe waperekedwa mukadali wopikisana ndi zosankha za pulogalamu yoyima.

Kuthana ndi Zovuta Zomwe Zimachitika Nthawi Zonse

Kusamukira ku kampani yomwe ili ndi mapulogalamu sikukhala ndi zopinga. Kukhala wokonzekera zovuta zomwe wambazi zitha kupewa kulakwitsa kokwera mtengo:

Kukaniza Makasitomala Kusintha

Makasitomala ambiri ali omasuka ndi zida zawo zomwe zilipo kale. Kugonjetsa kukana kumeneku kumafuna kusonyeza ubwino womveka bwino. Pangani zochitika zosonyeza momwe makasitomala ofanana amasungira nthawi kapena ndalama. Perekani magawo olowera makonda anu ndikuwonetsetsa zopulumutsa nthawi. Ganizirani za kuyesa kwaulere kwakanthawi kochepa kuti muchepetse chotchinga kulowa.

Katundu Wothandizira Zaukadaulo

Gulu lanu lowerengera ndalama lisakhale ofesi yothandizira pakompyuta. Sankhani nsanja yokhala ndi chithandizo champhamvu chamakasitomala chomwe chingathe kuthana ndi mafunso aukadaulo mwachindunji. Khazikitsani malire omveka bwino pazomwe gulu lanu lingathandizire motsutsana ndi zomwe zimafunikira thandizo la opereka nsanja. Phatikizani ndalama zothandizira pamitengo yanu.

Kuphatikizika ndi machitidwe omwe alipo

Makasitomala atha kuda nkhawa ndi kusamuka kwa data ndikuphatikiza ndi zida zomwe amagwiritsa ntchito kale. Sankhani nsanja yokhala ndi mphamvu zolimba za API komanso kuphatikiza zomangidwiratu zamapulogalamu wamba owerengera ndalama. Perekani ntchito zosamutsa deta ngati chowonjezera pa nthawi yolowera.

Kupambana Kwambiri: Zizindikiro Zofunikira Kwambiri

Kuti mutsimikizire kuti pulogalamu yanu ikubweretsa zobweza zomwe zikuyembekezeka, tsatirani ma metric ofunikira awa:

Mlingo Wotengera: Ndi maperesenti otani amakasitomala oyenerera atsegula maakaunti awo? Yesetsani kuti mukhale ndi ana osachepera 60% m'chaka choyamba. Kawirikawiri Kagwiritsidwe: Kodi makasitomala amalowa ndikugwiritsa ntchito kangati? Kugwiritsa ntchito pafupipafupi kumawonetsa kuti pulogalamuyo imapereka phindu lenileni. Zopeza pa Makasitomala aliwonse: Tsatani ndalama zowonjezera zomwe zapezeka kuchokera kumapulogalamu olembetsa pamodzi ndi ntchito zanthawi zonse. Kusunga Makasitomala: Fananizani mitengo yosungira pakati pa ogwiritsa ntchito mapulogalamu ndi omwe sagwiritsa ntchito. Volumu ya Tikiti Yothandizira: Yang'anirani kuchuluka ndi mtundu wa zopempha zothandizira kuti muzindikire madera omwe akufunika kukonza.

Ma metrics awa adzakuthandizani kuwongolera zomwe mumapereka, kuzindikira zomwe zikuyenda bwino, ndikutsimikiziranso kuti muwonjezere ndalama papulatifomu. Unikaninso kotala m'chaka choyamba, kenako theka-pachaka zoperekazo zikakhazikika.

Tsogolo la Makampani Owerengera Ndalama Monga Othandizira Zaukadaulo

Makampani owerengera ndalama omwe amapereka mapulogalamu odziwika angokulirakulira. Monga luntha lochita kupanga komanso ma automation amagwira ntchito zambiri zowerengera ndalama, makampani ayenera kusinthika kuti asunge zofunikira. Makampani ochita bwino kwambiri m'zaka khumi zikubwerazi adzakhala omwe adziyika okha ngati mabizinesi ogwirizana nawo muukadaulo wamabizinesi.

Tikuwona kale omwe adatengerapo kale akukulitsa kupitilira ma module owerengera kukhala zida zamakampani. Makampani owerengera ndalama zomanga amapereka mapulogalamu oyang'anira polojekiti. Akatswiri amalesitilanti amapereka zida zogulira zinthu ndi menyu. Zochita zowerengera zachipatala zimaphatikizana ndi njira zolipirira zaumoyo. Katswiriyu amalola makampani kuyitanitsa mitengo yamtengo wapatali pomwe akupereka mtengo wosayerekezeka.

Kampani yowerengera ndalama zamtsogolo sikungokonzekera misonkho—ipereka njira zoyendetsera bizinesi yamakasitomala awo. Kusinthaku kukuyimira zovuta komanso mwayi wodabwitsa. Makampani omwe akuvomereza kusinthaku tsopano apanga njira zozungulira machitidwe awo omwe omwe akupikisana nawo sangathe kuwoloka.

Kampani yanu ili ndi chisankho: pitilizani kugwira ntchito ngati njira yowerengera ndalama zomwe zimayang'anizana ndi kuchuluka kwa malire, kapena sinthani kukhala kampani yopereka upangiri yothandizidwa ndiukadaulo yomwe imapeza ndalama zambiri. Njira yopita patsogolo ndi yomveka—funso ndi pamene mudzayamba ulendowo.

Mafunso Ofunsidwa Kawirikawiri

Kodi zimawononga ndalama zingati kuti kampani yowerengera ndalama ipereke mapulogalamu odziwika bwino?

Mitengo imasiyanasiyana malinga ndi nsanja, koma mayankho a zilembo zoyera ngati Mewayz amayamba pafupifupi $100/mwezi kuti alembe chizindikiro chonse, ndikuwonjezera ndalama zotengera ma module ndi ogwiritsa ntchito. Makampani ambiri amabweza ndalamazi mkati mwazolembetsa zochepa zamakasitomala.

Kodi makampani ang'onoang'ono owerengera ndalama angapereke mapulogalamu odziwika bwino?

Ndithu. Mapulatifomu okhala ndi zilembo zoyera apangitsa kuti izi zitheke kumakampani amitundu yonse. Yambani ndi magawo ofunikira monga ma portal a kasitomala ndi kutsata ndalama, kenako onjezerani makasitomala anu akamakula.

Kodi makasitomala amatani akalipira mapulogalamu kuchokera kukampani yawo yowerengera ndalama?

Akaikidwa ngati chowonjezera chomwe chimawapulumutsa nthawi ndi ndalama, makasitomala amayankha bwino. Ambiri amayamikira kukhala ndi machitidwe ophatikizika m'malo mowongolera zida zingapo zolumikizidwa.

Kodi ndi ukatswiri wanji womwe kampani yathu ikufunika kuti igwiritse ntchito mapulogalamu odziwika?

Chidziwitso chochepa chaukadaulo chikufunika ndi nsanja zamakono zokhala ndi zilembo zoyera. Wothandizira amayang'anira zomangamanga ndi zosintha, pomwe gulu lanu limayang'ana kwambiri pakusintha makonda ndi kasitomala.

Zimatenga nthawi yayitali bwanji kuti mutsegule pulogalamu yodziwika bwino?

Makampani ambiri amatha kuchoka pamalingaliro kupita pakupanga koyendetsa pakadutsa masabata 4-6. Kutulutsa kwathunthu kwamakasitomala onse kumatenga miyezi ina 2-3, kutengera kukula kwa kampani ndi zosowa zanu.