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How can an accounting company reduce costs for Site.pro services?
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How can an accounting company reduce costs for Site.pro services?

Examples of how an accounting company can gain maximum benefits.
 There are dozens of clients who have been actively using Site.pro for many years but have not paid a single cent in the last 12 months.
Some accounting companies even manage hundreds of databases. Their clients independently upload sales and purchases (saving the accountant’s time), while the accumulated points are used by accounting companies for additional functionality they need.


Is Site.pro free for accounting companies?
 Accounting companies have the option to either:

  1. pay the full price (used by 5–10% of accounting companies);
  2. use the Partnership Program and work as described in the example above (recommended).

How to ensure that clients enter data properly?
 About 60–70% of accounting company clients want to participate in accounting themselves: entering data, viewing data or reports, while allowing the accountant to make reconciliations. Clients save you time and are even willing to pay for it — a true “win-win.”

To make sure data entry or editing is done properly, we recommend the following actions:

  • Lock old entries (e.g., after closing a month) so that clients cannot make adjustments (this gives the accountant peace of mind, knowing the client cannot make changes in the archive even if they wanted to).
  • Set permission roles that allow clients to view or edit only certain sections (e.g., upload documents to Purchases and fully manage Sales).
  • Remind clients that for each user you can view activity statistics, which helps track whether changes have been made.
  • Train the client. Yes, delegation takes some time, and even after the first month you may need to talk with clients again. But later, clients often work even more carefully than accountants and save them time. If you need help with training, Site.pro will assist free of charge.

Are there company managers who don’t want to log in to accounting?
 We often hear stories that clients are not interested in accounting.
But when showing accounting to a large number of directors empirically — “Here you see your sales, here you can export, here is client history, here are debts, here are your suppliers for the entire lifetime of the company” — we have never encountered a single case where a director said it was not interesting.
The only reason a director does not log in to accounting is because they use their own simplified accounting (in Excel, on paper, or elsewhere).

Is it worth hiding from the client that you are using Site.pro?
 This is entirely the decision of the accounting company.
But in doing so, the accounting company:
  • gets less benefit from the program;
  • works more, as it uploads all entries itself;
  • earns less from the client, because:
    • work is less productive;
    • the client simply pays less;
  • pays more for Site.pro.

How can the Site.pro team help you activate clients?
 If an accounting company needs help engaging clients, Site.pro offers the following process:

  1. Site.pro adds a 30% bonus to your balance every month during active client onboarding;
  2. Site.pro together with the accounting company organizes a few client training sessions and provides clients with the “Minimal” plan free of charge for a limited time;
  3. With the accounting company’s permission, Site.pro sends a subscription to clients, informing and motivating them to connect;
  4. Provides free training for all interested clients.

If you need help connecting e-shops, working with permission roles, etc., please note that all of this is free of charge for accounting companies.

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