Our services

Our specialist services

We specialise in a range of services within a wide variety of sectors including pharmacies, ecommerce, hospitality, manufacturing, construction and service industry.

Our Services include:

Training
Migration, implementation & research
Operational support
Cashflow and credit control
Data, quality and system processes

Training

Xero Training
Dext Training
App Training

As Xero platinum partners and experienced users of specialist accounting apps, we can provide specific training to meet the needs of your business and to ensure you and your team have the skills to fully utilise the benefits of cloud accounting.

Migration, implementation & research

Xero Migration
App Research
App Implementation
App Support

We can migrate the data from your existing accounting software to Xero and nuture the transition from manual records to cloud accounting packages. The eco-system is packed with apps that can provide benefits to your business and we can carry out research for your specific needs and help implement apps into your processes. Ongoing support and maintenance is essential to ensure apps are being used to their full potential.

Data Quality, System & Processes

Data Health Check
Digital Health Check
Finance Function Review

Cloud accounting software presents information in real time, but this does not necessarily mean the information is correct. Our Data Health Checks ensure that the data is of a high quality and the software is being used correctly. Through our Digital Health Checks and Finance Function Reviews we are able to understand your current processes (e.g. invoice automation or credit control) and advise you on how they can be improved to create internal efficiencies and a better user experience, usually with the implementation of cloud based apps.

Operational Support

Bookkeeping
Management reports
Outsourced Finance Function
Virtual Finance Director
Payments

Our monthly or quarterly management reports can provide your business with summarised and detailed information for you to make business decisions with accuracy and confidence. We take on all the finance duties your business needs, from chasing invoices to forecasting, we become your finance function. As well as the responsibilities we take on as your outsourced finance function, we can attend board meetings and become a part of your senior leadership team.

Cashflow and Credit Control

Cashflow Forecast
Monthly Cashflow Forecasting
Credit Control Implementation/Improvement
Virtual Credit Control

Cashflow forecasts built on real time data can be used to monitor incomings and outgoings, anticipate future shortfalls in cash and help plan for specific scenarios such as assessing the impact on cashflow of hiring a new staff member or accessing finance. Having strong Credit Control will ensure that sales are invoiced diligently and payments are received within the payment terms. Managing cashflow and credit control is essential to ensuring there are sufficient funds for business survival.