CashFlow Manager

Chris Loft & Associates

"Then we show them Cashflow Manager which is such a magic program."

250k north of Brisbane with Fraser Island just off the coast in an area called Maryborough is Chris Loft and Associates, a growing firm with three principals and two staff that began back in 1989.

Chris Loft and Associates have a broad knowledge base gathered over years of experience with a diverse range of clients ranging from the large sugar industry through to cattle farming, timber and retail.

Bill McGuire, a hot rod motor vehicle enthusiast for the past 20+ years, who loves little athletics, scouting and his three adult children, but not necessarily in that order, is one of the principals of the firm with his own client base.

Bill’s passion for accounting is evident in his interest in and desire to see the best for the client.

“It is a real joy” he says, “watching a new client come in to start a business, who might have never done this before. They know little about accounting, have little business knowledge, and with a little assistance and their determination, you watch them grow and blossom.”

‘Why didn’t I get this earlier’ is the comment made by clients who have manually done their accounts for years.

“The program makes sense to them.”

Bill says “Cashflow Manager is an electronic version of the manual book system, easy for them to adapt to. The little book they have used for years is actually on the screen, the concept’s the same and it’s easy to learn how to manage the program.”

“One of the first things we ask a client is how much accounting knowledge they have and what sort of systems they have used in the past, if any. Most people have not thought about it in detail.

Then we show them Cashflow Manager which is such a magic program.

People relate to it and they jump at the chance to use a program that is so easy to use, saves them time to spend on their business, saves them unnecessary accounting costs and has everything they need to do the job well.”

“60% of the client base at Chris Loft and Associates use Cashflow Manager and out of that percentage over 95% would provide the firm with reconciled records” Bill says.

“Because it is so easy to use, we as accountants receive useable information.”

“It is easy to teach and learn, usually our training is one on one with the client, but that’s minimal and they’re away laughing. If there is any problem one of our staff is always happy to go to the client and help set up as required, Cashflow Manager is easily and quickly fixable."


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