Hi all,
I need to set up a client account for my business which will manage projects on behalf of clients. The client account will be used to hold funds before being used to fund projects.
I am looking for software that would help manage the fund and ensure each client's money is segregated and ring fenced and to also reduce the risk of under or over spending. Obviously this means it should be able to accept bank feeds.
Can anyone offer any recommendations? As it's a new venture, I still haven't chosen an accounting package so would prefer a software that I can use for both my business and the client account.
Any guidance would be appreciated.
Thanks
I need to set up a client account for my business which will manage projects on behalf of clients. The client account will be used to hold funds before being used to fund projects.
I am looking for software that would help manage the fund and ensure each client's money is segregated and ring fenced and to also reduce the risk of under or over spending. Obviously this means it should be able to accept bank feeds.
Can anyone offer any recommendations? As it's a new venture, I still haven't chosen an accounting package so would prefer a software that I can use for both my business and the client account.
Any guidance would be appreciated.
Thanks