ConnectWise Manage

ConnectWise Manage (CWM) is a comprehensive PSA tool designed to help you run your as a service business. It’s a powerful system for many of your business operations. It does however lack many financial reporting capabilities which is why many businesses partner it with an accounting software to provide full business reports and items such as payroll.

It’s very likely you’ll need external help, as Professional Services Automation (PSA) software is only powerful if you know how to use it. When hiring someone internally costs time and money that you don’t need to spend.

That’s right, if you outsource your PSA tasks to our experienced and skilled team, we can ensure that your records are kept up-to-date and your business is on track to exceed all financial expectations.

Here at Rosy, we love CWM and have expertise in the financial and procurement modules of the program.

We utilise this system everyday and can generate a down payment invoice quicker than you can say… down payment invoice (well almost).

Who are we?

Rosy Small Business Services (but you can call us Rosy) is your very own outsourced personal accounts team. We specialise in admin and bookkeeping for small businesses, taking care of your finances so you can focus on your customers and growth.

If this sounds like the kind of service your business needs, do not hesitate to contact us via our website. It does not matter whether it’s just you or you have 20 staff, we have the knowledge and expertise to help.

We’ve worked with Managed Service Providers, Professional Services and Not For Profits.We value teamwork, innovation and improvement, passion and challenge above all else.

If you’re one of the many small businesses located all over Australia, we can provide you with a wealth of financial services, including:

Bookkeeping

in which we use Xero to offer daily, weekly and monthly services so you can keep track of your finances.

BAS Services and Payroll

including the implementation and support for Single Touch Payroll.

Vendor Reconciliations

so you can be sure that all of your costs are being on-billed to your clients.

Customer Service and Accounts

in which we monitor your accounts’ email address and liaise with your clients and suppliers on your behalf.

If this sounds like the kind of service your business needs, do not hesitate to contact us via our website or call us.

Call: 1300 209 027

The Benefits of ConnectWise Manage

ConnectWise Manage has a lot of beneficial features built into it, such as:

Help Desk automation and workflow functionality designed to streamline support operations by keeping your help desk responsive and productive no matter how challenging the issue is
Cloud Billing which helps you easily manage, monitor, reconcile, and bill for cloud services for many vendors and distributors.
Sales and Marketing features that put you in control of lead-gen to build a stronger, more predictable pipeline, and improve communication with your prospects and customers to ensure high conversion and retention rates
A procurement feature that optimizes your internal purchasing and receiving workflows to keep your Operations Department and customers in the know
Time Tracking and Billing designed to avoid leaving money on the table by simplifying the task tracking your team’s billable hours by the minute—by client, project, task and with detailed notes to avoid client audits
Project Management which gives you all the tools needed for your team to track the progress of multi-faceted projects and project milestones, so you can deliver what you promise to your clients on time and on budget
Comprehensive reporting functionality that means you can make data-driven decisions with insights and metrics across all areas of your business