We are keen to help you use technology as much as possible to grow your business.
Here is a list of some of the software we use ourselves and highly recommend:
Xero or Quickbooks bookkeeping software
- Daily automatic secure bank feed of transactions ready to be “matched” off against your income and expenses invoices and receipts.
- Able to send sales invoices and regular payment reminders from within the software as well as collect payment with card options on the invoice or by linking up to GoCardless.
- Accessible wherever you are in the world and on your phone – just need an internet connection!
- Able to prepare VAT returns, budgets and other management reports and ratios from within the software.
Receipt Bank expense scanning software
- Integrates with Xero and Quickbooks.
- Removes a huge admin burden from having to manually enter receipt and invoice data.
- Extracts the key data e.g. supplier, date, VAT, total, from your receipts and stores it securely in the cloud with a digital copy of your receipt.
- No need to keep paper receipts anymore!
- Lots of ways to upload data – e.g. phone app, by email, website upload.
- It can transform your life!
- We provide it FREE of charge to all our business customers!
GoCardless direct debit for quick payments
- “The easy way to collect Direct Debits”
- Integrates easily with Xero (also links to Quickbooks) so you can collect payments from customers on sales invoices fast.
- No more time getting stressed and having to waste time and effort in chasing payments.
- Significant improvement in cash flow for small businesses.
- We use it ourselves to collect our monthly client fees.
Float forecasting software
- The future of forecasting and budgeting for small businesses!
- Scenario planning and sensitivity analysis, showing e.g. what happens to your profits if sales go up by 10%.
- Links up with Xero and Quickbooks to provide real-time accurate forecasts.
- No more relying on Excel to track cash flow projections and budgets!
Sharefile secure client portal
- Easy and fast exchange of data between you and us.
- E-signatures to get your tax returns and accounts approved and submitted on time.
- Able to upload records to the portal for us to access.
- Time saved and money saved from reduced paper, printing and postage.
Zoom online meeting software
- Easy to set up and use for video conferencing and online meetings from your desk.
- Cuts out the travel time for meetings.
- Host meetings with people in different parts of the UK and further afield.
- Able to share screen presentations and slides.
- High quality audio and visual performance.