Consultancy

Do you ever feel like your financial processes are just a bit of a mess? Perhaps they are too manual and inefficient?

Our consultancy service is all about solving problems. Sometimes the problem can be solved through some clever process redesign. Often we can recommend and help you to implement an app to work alongside Xero.

There are loads of apps that integrate with Xero: inventory management, CRM, ecommerce, reporting, consolidations, time recording and project management to name just a few. The trick is to find the right solution to get you closer to your goals. We are experts at advising on and implementing apps to integrate with Xero and make your life simpler.

Do any of these problems sound familiar? We love to solve problems like these to help you focus on running your business instead than managing the finances and admin.

Producing management accounts took a long time and was prone to error with lots of Excel manipulation needed.

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We redesigned the chart of accounts and introduced Tracking categories along with a bespoke report template in Xero so that management accounts can be produced at the touch of a button.

Printing invoices and getting a physical signature to approve them for payment was difficult as staff were often out of the office, this meant payments were often late, leading to complaints from suppliers.

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Implementing an approval app enables staff to approve invoices remotely whenever is convenient, making life easier so that invoices are paid on time, improving relationships with suppliers.

Time spent on projects was recorded using spreadsheets. Staff didn’t like the process and were often late submitting timesheets, leading to inaccurate data and customer invoicing.

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With Xero projects staff can record their time using an app. It is easy, convenient and staff are completing timesheets on time. It integrates with customer invoicing in Xero meaning everything is accurate.

The Direct Debit provider our client was using was expensive, difficult to use, changes were slow to be implemented and reports were often late.

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We recommended a solution which has eliminated rekeying of data, has a user friendly customer interface, provides reports in real time, and is 30% cheaper!

If you are fed up with spending too much time on manual and inefficient processes then why not get in touch? The chances are that we can find a way to streamline, saving you time so that you can get a better result faster.

Why not see what another client had to say about our support with her Xero project?

Consultancy

Contando Limited