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SURF
Cloud Strategy for
Accountants
Tony Harney
Who are we?
• Chartered Accounting Practice in Carlow
• 2 Partner - 8 Staff
• Relate Suite
• Drive
• CoSec
• RAP
• Corpora...
SURF Accounts
• Trust
• Price
• Cloud
What we haven’t done
• We have not rolled this out to every client
What we have done
• Diocese
• Full Service Book keeping
• Own Book keeper
Diocese
• Like a group with 50 subsidiaries
• Each small and uncomplicated
• Need to standardise
• Need to keep costs down...
• Enormous benefits to Accountant at Centre
• Control
• Standardisation
• Correction/Amendment
• Immediacy
• 50 Backups – ...
Full Service Book keeping
• Like any other package
• Client has access to Debtors/Creditors…
• Access to PL/BS if sophisti...
Own Book keeper
• The Future
• How to be really useful
• Client does the work
• We do the interpretation/advice
• We know ...
• Management Accounts are there at the push of a button
• To be shared/discussed with client
• Monthly Billing
• What we h...
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Tony harney - Cloud Accounting for Accountants

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Tony Harney is Managing Partner at Harney Nolan Chartered Accountants. He has a wealth of experience in advising business in the areas of Taxation, Finance and Investment including Pension Planning. He is a Fellow of Chartered Accountants Ireland, a member of The Irish Taxation Institute and holds a Diploma in Insolvency from the Incorporated Law Society.

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Tony harney - Cloud Accounting for Accountants

  1. 1. SURF Cloud Strategy for Accountants Tony Harney
  2. 2. Who are we? • Chartered Accounting Practice in Carlow • 2 Partner - 8 Staff • Relate Suite • Drive • CoSec • RAP • CorporationTax • PersonalTax
  3. 3. SURF Accounts • Trust • Price • Cloud
  4. 4. What we haven’t done • We have not rolled this out to every client
  5. 5. What we have done • Diocese • Full Service Book keeping • Own Book keeper
  6. 6. Diocese • Like a group with 50 subsidiaries • Each small and uncomplicated • Need to standardise • Need to keep costs down • Need to report to centre
  7. 7. • Enormous benefits to Accountant at Centre • Control • Standardisation • Correction/Amendment • Immediacy • 50 Backups – not necessary • Software up to date at all times – no incompatabilities • Cost – • Hardware - None • Software – a few Euro/month
  8. 8. Full Service Book keeping • Like any other package • Client has access to Debtors/Creditors… • Access to PL/BS if sophisticated
  9. 9. Own Book keeper • The Future • How to be really useful • Client does the work • We do the interpretation/advice • We know a lot of useful stuff – useful to our clients • Monthly/Quarterly Review
  10. 10. • Management Accounts are there at the push of a button • To be shared/discussed with client • Monthly Billing • What we haven’t done • The Future

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