Why we use Vistr

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Why we use Vistr
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• As a cloud bookkeeper, we aim to provide simple
  advice to our clients that improve their
  business, and makes it easy for them to
  understand and implement.

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• Managing cash flow is stressful but a constant in
  business. So we use Vistr to give clients a clear
  picture of their cash flow in the next three
  months. They feel in control and get a
  peace-of-mind to focus on their business.

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• Cash flow forecasting with Vistr requires minimal
  pre-meeting preparation. Vistr automatically
  syncs with Xero, so when we keep the books
  updated, we just login to Vistr at the client
  meeting.

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• The information is so easy to understand that we
  use it with our clients during client meetings.
  It helps us further demonstrate value to our
  clients. They get really engaged with Vistr. We
  even give them access to their Vistr account.
  Its great to see that they check the cash flow
  every week, and put our advice into practice.

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• CASE STUDY Digital Agency
• My client is a wonderful digital agency,
  designing and building websites for some of
  Australias best-known companies. Their work is
  project based, cash flow is lumpy, and large
  companies tend to be late payers.
• Managing cash flow is a challenge for them,
  frequently feeling like they are not in control..
• We decided to help them by offering the client
  cash flow forecasting with Vistr.
• Why Vistr worked so well for the client?

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• Quick easy to setup
• It took minutes to setup Vistr using their simple
  integration with Xero.
• Immediate value for the client
• The client immediately understood Vistrs
  forecast seeing the money-in money-out in the
  next three months.

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• Customised to their needs
• We helped them customised the forecast to track
  IT costs, payroll and contractors so they could
  easily see the big capital spend in the next 3
  months.
• See the ATO obligation ahead
• Getting visibility to the next GST, PAYG and
  Superannuation payment helped them plan ahead -
  knowing when and how much to pay.

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• Matching money-in money out
• No more guess work to see when customers are
  likely to pay their invoices. Seeing the mismatch
  between money-in money-out (especially payroll
  weeks) really motivated them to chase debtors.
• Peace of mind to move forward grow
• Gaining control and visibility gave them comfort
  to plan ahead. They are now planning their cash
  use and started paying monthly directors
  superannuation.
• For more information contact us iKeep Bookkeeping.