Our Philosophy

Cloud Based Systems

An effective accounting system is key to our service. We prefer to work with modern Cloud based systems that now offer the power and functionality that would, until recently, only have been available in expensive Enterprise systems. They have the advantage of access at any time from virtually any device, multiple users on different IT platforms, and integration with a whole eco system of exciting new apps offering levels of computing power that would have only just been a dream to most Owner Managed Businesses until recently. We are always on the look out for new solutions that can make our clients’ lives easier!

Daily Finance Monitoring

Whilst we work with a wide range of accounting software, our favourite accounting software is Xero, which we use ourselves. As well as being compliant with the very highest standards of online security, it is fully compliant with our own systems, enabling us to monitor your finances on a daily basis.

Automated Finances

We are able to provide a full Xero implementation service, including overnight data transfer from other software, and as part of the implementation will look at every area of your processes to make them as efficient as possible. This may include some or all of the following:

• Automatic posting of all bank transactions directly from your bank to your accounts.
• Set up of bank “rules” to ensure that the majority of your bank transactions are automatically posted to the correct account, subject to your final approval of course!
• Automation of purchase invoice posting to your accounts, maybe even arranging for all of your invoices to be scanned and automatically coded to the correct account!
• Automation of your sales invoice processing and debt collection.
• Automation of your payroll processing, including integrations with time sheets and auto enrolment providers.