I had known the directors of Ultimate for some time through networking and so when their need for a replacement accountant arose, they came to me. I found, typically of many businesses they were using Sage but that was time-consuming and unwieldy for their creative business. I implemented Xero and set up simpler systems to provide up to date management information. The accounting time has been reduced and the paper has been reduced by use of emailed sales invoices.

“As a director of Ultimate, the ability to have access to our company finance at any time is invaluable as we grow the company”

Jon Walker, Managing Director

Social Communications outsourced their finance function to a local firm of accountants. Unfortunately, this meant that they were always making management decisions based on old historic data. With the company planning a growth strategy, they needed to bring finance in house but without employing someone to do this. As outsourced FD my first job was to use in-house software and Xero fitted the bill. John and his fellow director Caty could initially enter the data and I could ensure accuracy until a part-time accountant could be employed. My involvement is to now support the growth of the initial business and the new subsidiary companies, while providing guidance to the in-house accountant.

” Sue has given is so much more visibility of your business finance. With an outsourced solution, our figures were always out of date. We are now looking forward to growing the business with Sue’s support and guidance”

John Quinton-Barber, Managing Director

Sarah had spent her career to date working for large companies with a dedicated finance department. Now it was all down to her! In common with many business owners, Sarah need to learn a new range of skills when she set up Plantas Shoes. She didn’t have time to spend on back office procedures, she wanted to be marketing and selling. And compliance with external agencies such as HMRC was important.

“As a small business, I had been running my accounts on an excel spreadsheet and reconciling once a week and then monthly with my bank statement.

This was starting to get increasingly complex and time consuming as the business grew, I started to operate in different channels, and needed to invoice trade customers. Sue advised me to look at Xero with an automatic bankfeed which was relatively easy to set up with Sue’s help, and I now invoice in minutes on a Monday, do my accounts in about ½ hr on a Friday (I was allocating the whole morning previously), and Xero also makes VAT Returns much, much simpler to do too! I find that Xero has considerably simplified my business accounting, it is both easy to use and very cost effective, and I have a much better handle now on my accounts and cashflow. I would not hesitate to recommend it.”

Sarah Lynch, CEO, Plantas UK Ltd

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