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Cloud accounting

Cloud based bookkeeping software allowing you time to focus on growing your business instead of managing your books.

We look after the numbers, delivering real-time information enhancing your business processes and reporting.

Key features of Cloud accounting:

Bookkeeping and Statutory accounts
Using Dext Prepare, the receipt scanning app, upload all your receipts. We process in Xero, producing a basic level monthly report and Statutory accounts for your business.
Digital migration
Taking your data and converting it to a cloud platform, helping you to become more efficient. We can assist you more with live data within your business.
Monthly management reporting
Track your finances with accurate monthly accounting reports and collaborate with your Crowe advisor in real time.
Monthly cashflow
Keeping cash flowing is a businesses lifeline, we take on the role of the Financial director - giving you the time for higher value activities.
Quarterly health check
Ensuring good bookkeeping practices are in place, identifying problem areas and rectified before issues arise - giving you piece of mind.
Virtual FD
Analysing the performance of your business by constant monitoring connected to the source data. Also identifying and highlighting any opportunities or risks your business may face. 
Live management reporting
An interactive dashboard providing data in
real time enabling you to make better business decisions. Your data is always up-to-date using receipt scanning.
Scenario planning
Do you have goal but you aren't sure what to do to get there in the most effective way? Through your data we can show you what changes might have on your business e.g new office or new employees.
App implementation
Streamline your systems even further? We can help navigate the plethora of apps available on cloud platforms, our dedicated team can support you on your way providing recommendations.
Bookkeeping and Statutory accounts
Using Dext Prepare, the receipt scanning app, upload all your receipts. We process in Xero, producing a basic level monthly report and Statutory accounts for your business.
Digital migration
Taking your data and converting it to a cloud platform, helping you to become more efficient. We can assist you more with live data within your business.
Monthly management reporting
Track your finances with accurate monthly accounting reports and collaborate with your Crowe advisor in real time.
Monthly cashflow
Keeping cash flowing is a businesses lifeline, we take on the role of the Financial director - giving you the time for higher value activities.
Quarterly health check
Ensuring good bookkeeping practices are in place, identifying problem areas and rectified before issues arise - giving you piece of mind.
Virtual FD
Analysing the performance of your business by constant monitoring connected to the source data. Also identifying and highlighting any opportunities or risks your business may face. 
Live management reporting
An interactive dashboard providing data in
real time enabling you to make better business decisions. Your data is always up-to-date using receipt scanning.
Scenario planning
Do you have goal but you aren't sure what to do to get there in the most effective way? Through your data we can show you what changes might have on your business e.g new office or new employees.
App implementation
Streamline your systems even further? We can help navigate the plethora of apps available on cloud platforms, our dedicated team can support you on your way providing recommendations.

 We prefer to build something bespoke to fit you, you choose from our services to gain a price that suits you.

Bookkeeping and statutory accounts

Dext Prepare App, Xero read only access, Statutory accounts annually, basic level monthly report.

 
 

Share the burdens of your business

Monthly health check, Virtual FD

 

Know more about  your business now!

Monthly health check, monthly management pack including meeting.

 
 

Helping you reach your goals

Monthly management pack and cashflow, receipt bank app, Scenario planning annually.

 

Case studies

Outsourcing: Challenge
Engaged to prepare year-end accounts, CT return and review VAT returns. The client used Sage with their accounts only being updated each quarter for the VAT return. Their debtor/creditor management was on excel/email, and cashflow was on excel with 200-300 transactions a month. They were losing track of invoices, and cashflow was quickly becoming outdated, being very labour intensive and stressful for the director and practice manager.
Outsourcing: Solution
We proposed offering a live system on Xero and converting Sage using movemybooks. The Xero/Sage transition went well, and we used a
suitable cashflow application linked to Xero which worked for the client. 
Outsourcing: Outcome
The relationship with the The relationship with the client has improved and they have automated too, which has eased cashflow pressure. The client is now actively maintaining the accounts, as they see the benefit of the live data which they can action quicker. 
Statutory accounts: Challenge
The client had all of their individual transactions on excel from paper statements. The client wanted to be able to make their process more
efficient. We suggested that they consider using cloud accounting software. They came back to us enquiring about Xero.  
Statutory accounts: Solution
After discussions with the client, we set up their bank feed, rules and did a full reconciliation. 
Statutory accounts: Outcome
The client can now access their live data and does not have to rely on paper statements. Summary
Outsourcing: Challenge
Engaged to prepare year-end accounts, CT return and review VAT returns. The client used Sage with their accounts only being updated each quarter for the VAT return. Their debtor/creditor management was on excel/email, and cashflow was on excel with 200-300 transactions a month. They were losing track of invoices, and cashflow was quickly becoming outdated, being very labour intensive and stressful for the director and practice manager.
Outsourcing: Solution
We proposed offering a live system on Xero and converting Sage using movemybooks. The Xero/Sage transition went well, and we used a
suitable cashflow application linked to Xero which worked for the client. 
Outsourcing: Outcome
The relationship with the The relationship with the client has improved and they have automated too, which has eased cashflow pressure. The client is now actively maintaining the accounts, as they see the benefit of the live data which they can action quicker. 
Statutory accounts: Challenge
The client had all of their individual transactions on excel from paper statements. The client wanted to be able to make their process more
efficient. We suggested that they consider using cloud accounting software. They came back to us enquiring about Xero.  
Statutory accounts: Solution
After discussions with the client, we set up their bank feed, rules and did a full reconciliation. 
Statutory accounts: Outcome
The client can now access their live data and does not have to rely on paper statements. Summary

Our preferred package for cloud bookkeeping is Xero. 

Crowe are a Platinum partner.

 

Xero logo


Our preferred package for management reporting and financial analysis.

In-depth analysis tools and metrics helping you see exactly how well your business is performing. 


Our preferred package data upload to Xero.

Submit your receipts into Dext, reducing those mundane tasks. We will assist with the set-up process and posting to the accounting package is automated, the app retains a copy of the receipt/invoice in the transaction. All accessible online with accurate data entry.

Dext Logo



Our preferred package for intelligent cashflow reporting.

Taking the live and accurate data from Xero, utilising AI forecasting tools to predict what's coming next. The easy
to use dashboard provides all the information needed
bringing cashflow to life.

Fluidly


Xero testimonial

Contact us

Jaki Mitchell
Jaki Mitchell
Partner, Head of Business Solutions
Thames Valley
Grant Anthony
Grant Anthony
Partner, Business Solutions
London