Barrons first of all reviewed the existing systems, the reporting requirements and the objectives of the business owners for the future.
We simultaneously introduced
- Xero accounting software;
- Hubdoc data capture software that allows for bills and receipts to be collated and transferred into Xero, storing all documents online in one centralised place.
We set up the Xero and Hubdoc platforms for the client, provided training upon the correct usage of the new systems and oversaw the entire transitional process via Andrew O’Leary and Nathan Gillingham maintaining contact throughout the implementation process.
The systems are now embedded in the client’s everyday finance functions. The transition from manually raised and photocopied sales invoices to a digitally raised and issued platform has improved not only the accuracy of accounting records but also significantly reduced the time spent on invoicing customers, allowing more focus upon other business needs.