Making tax digital – the need to move your bookkeeping online

The digital revolution is not just something that’s just affected our personal lives – it’s also had a profound effect on the business world, with more and more businesses being run ‘virtually’ in the cloud and basing their financial systems around an online approach to doing business. And this move to digital finance is something […]

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Sorry, Cloud Accounting Won’t Solve All Your Problems

To Make the Most of the Cloud, You Need to Get Organised First. A messy stack of papers. A jumbled box of receipts. A neglected, error‐strewn spreadsheet. If this sounds like your current financial recordkeeping system, then making the switch to a cloud accounting platform won’t suddenly transform your small business into an accountant’s dream, […]

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The advantages and limitations of cloud accounting

Over the past five years or so, online accounting software or ‘cloud accounting’ has seen a huge rise in popularity. A recent survey commissioned by the Federation of Small Businesses found that 37% of respondents used cloud-based accounting solutions. Cloud accounting has become the way many businesses record their financial transactions and the way forward […]

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Running your business from your mobile

Running your own business can be hard work. It takes time, organisation and an ability to multi-task to keep things ticking over while also doing the meat and potatoes of delivering your products and services. So wouldn’t it be great if you could run your business from anywhere at any time? And wouldn’t it be […]

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Why all accountants are not the same

It’s difficult for us to give you advice about choosing an accountant, since we are accountants. But one of the things that is important to consider when you are looking for an accountant is the element of connection that you have with that accountant. Just about any accountant is capable of delivering you a set […]

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Caplan Associates and KashFlow

We’re big fans of cloud accounting at Caplan Associates, and we especially love KashFlow. KashFlow provides solutions for managing the financial side of your business. When our clients are using KashFlow, we can view their data in real time, or if we are chatting with a client on the phone, both parties can be viewing […]

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IRIS & KashFlow

It was announced today that IRIS Software, a major accounting and tax software company for the accounting profession (and our provider) have acquired Kashflow a cloud based accounting software provider ( our major cloud provider). This is great news for Caplan Associates and our clients as this new relationship will no doubt enable the development of […]

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