Managing your finances shouldn’t be difficult; it should be easy, accessible and secure.
Being able to view accounts and management information from anywhere at any time is helping many businesses stay ahead of their competitors and on top of their finances. Our advisers are able to support you on many of the cloud accounting packages available to you to choose from. We can work with you whether you are using Xero, FreeAgent, QuickBooks, Sage or many of the other cloud accounting packages.
We have partnered with Xero to help small businesses manage their finances smarter and quicker. Xero is a leading online accounts software that provides a full online accounts and book-keeping service, with secure cloud storage. We’re a Xero Platinum Partner.
Xero at a glance
Integrate Xero with your bank account to get visibility of your cash-flow; immediate and upcoming, as your latest bank, credit card and online transactions are imported. Daily feeds enable you to quickly reconcile your bank account and check your daily cash balance.
Evolution & automatic upgrades
Xero evolves every month with free improvements being deployed behind the scenes. With Xero there is only one version for everyone to use; the latest version. All enhancements & upgrades are fully automated. You’ll never need to upgrade again.
Mobile access from any device
You can access your accounts, check balances, upload receipts and invoice customers from your smartphone or tablet using Xero’s iPhone or android apps.
It’s easy to get up and running on Xero.
Real time & multi user access
Xero allows both you and us to view and share the same information simultaneously in real-time; no more sending large files back and forth. Through collaborative working we can help ensure that you are able to access and understand your financial information to make informed business decisions.
As your business grows so do your needs. Xero is fully scalable to demand.
Security & storage with peace of mind
Storing your data on the cloud means automatic back-ups and secure business data. Xero invest in industry-leading infrastructure and constantly strive to ensure your data is always secure.
FreeAgent provides a comprehensive small-business bookkeeping solution together with the ability to forecast UK tax liabilities. It makes the process of accounting simple, efficient and lets you focus your energies on your customers.
FreeAgent at a glance
Automatic bank feeds
Connect FreeAgent to your online bank account and automatically import transactions straight into your accounts every day with Bank Feeds. FreeAgent builds up real-time accounts for your company and gives you a live view of your business cash flow.
Invoices that send and chase themselves
FreeAgent lets you set up recurring invoices that can send themselves automatically and nudge late-paying clients with automated reminders. It's hands-free invoicing.
Manage your VAT, PAYE and Corporation Tax
All you need to do is add your bank statements, invoices & expenses as usual and FreeAgent will help you manage returns and forecasting.
Run payroll for all company employees
Run your monthly payroll through FreeAgent and file your PAYE and NI to HMRC in real time.
You get immediate feedback as you upload. It’s easy to keep your books up to date and we can access your information in real-time. Having everything in one place allows you to gain a better understanding of your business finances.
Find out more about FreeAgent.
Cloud Accounting Manager
Robert is passionate about cloud accounting and delivering solutions which work in the real world to streamline and automate processes within businesses, leading to output and efficiency improvements.
Fraser works closely with a large range of clients and uses his knowledge of different sectors to listen to client needs as they transition onto cloud packages. Working with the team internally, he drives direction and output in order to deliver the support our clients need.
Donald has a passion for efficiency and process. Donald looks after a portfolio of clients, providing not just accounting and tax advisory but commercial advice. He plays an important role in many of his clients’ businesses, to assist in their growth and wealth creation.