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Small Business Digest


New App Enables Small Businesses To Manage All Accounting Functions On Tablets

A recent study indicated many very small businesses have forsaken an office and/or land lines and going totally mobile.

The survey indicated these entrepreneurs were in effect taking their offices on the road.

To tap into this trend, one company, has developed an app to run all bookkeeping functions on their iPads.

Claiming to be the first such applications approved for the app store by Apple, it is designed to appeal to healthcare professionals, consultants, graphic designers, software developers, artists, landscapers, store owners, lawyers and other small operators and professionals who may have accountants but are reluctant for whatever reason to utilize QuickBooks and similar accounting systems.

 “The Workbox system runs on the iPad and does not require an Internet connection which means it will be fast and always available, if you are on the road or on an airplane,” said Workbox Founder and Developer Bob Glass.

Users of Workbox will be able to download their app free from the Apple App Store and will have unlimited access for free during a 90-day trial period.

“It will really depend on the users’ degree of need,” said Glass. “The free version is fully functional until the five-client threshold is reached.”

After that, users with five or fewer clients can continue to use the system free of charge.  Users with more than five clients can purchase the premium version for $4.99 a month which allows an unlimited number of clients.

“There are some good accounting systems on the market but they are usually expensive, require Internet connections and accountants and bookkeepers to decipher,” Glass said.

Glass founded Workbox in 2012 capping off a 30 plus year career as a major business software developer for the advertising, banking, insurance and manufacturing industries. 

Glass got the idea for Workbox when he saw “how difficult it is for small businesses to manage their accounting in the middle of everything else they must do to survive and grow.”

At a dinner with friends and a former client at New York City’s famous Sparks Steak House, Eve Luppert, a nationally known human resources consultant and author of the best-seller “Rules for the Road,” told Glass there were no good accounting programs to help her or others who rely on mobile devices to manage small businesses.

Workbox’s unique system allows single practitioners like therapists, tutors or lawyers to view their work visually on daily and weekly calendars and manage appointments with one-time and repeating appointments supported. “Using a calendar to view and enter time is a format that people are familiar with and helps make sure that all time is accounted for,” added Glass.

The system tracks and bills hourly tasks, products sold, services provided, fees and expenses charged. Its rate cards allow flexible pricing for products and services. It also tracks client projects with hour and dollar budgets and provides notifications when budgets have been exceeded. 

 “The system generates fast, accurate and professional looking invoices,” said Glass.  “Invoices can be printed or emailed directly from the iPad.”

Our reports are easily generated with the tap of a button and give accountants all the information they need to know to do a company’s books,” said Glass. “Reports can be viewed on screen or printed or emailed and can be formatted as a PDF or CSV spreadsheet -- whatever the user prefers.”

For businesses that accept online payments, the system lets clients quickly pay their bills via PayPal or major credit card. A full suite of reports is available including time analysis, expense analysis, billing, aged accounts receivable, client payments, sales tax and project tracking.

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