Q & A - From paper to cloud

From Paper to Cloud

Gary Deans is CEO of Box Accounts based in North East England and we asked Gary how he has managed to transfer a client who is reliant upon manual paperwork and basic spreadsheets to the Xero cloud-based accounting system...

Luca Pacioli (the father of accounting and bookkeeping) would still get a job at one in five firms today! XU: What were the first difficulties in Then showing the user-friendly way of invoicing to clients with the money on print and even giving the feel good factor of saving the trees. persuading the client to change? various tracking they can set. As each transaction entered also had the unique purchase invoice GD: The first thing was to gain the trust of the Finally, we show them that scanning the paper invoice to xero can be number in the reference there is not chance of ‘doubling’ up as other client. They had engaged us allocated quickly systems can allow. to advise them the best and proof is way of accounting as the staff were finding “About 18% of Accountants automatically stored to that particular XU: So can you estimate how much time you excessive timestill use Pen transaction. have saved them? taking in the manual and Paper Showing the client way they had done things in the past. It also helps that we Ledgers…” Gary Turner, Xero the Xero app on our iphone and how to quickly add a file was GD: Yes, we can usually estimate the time taken on manual entries to spreadsheets, are a Xero ‘Expert’ with also persuasive. filing, reviewing the totals etc. over 25 years of accounting This is even considering time on experience in business. XU: You say they were scanning ‘paper’ bank entries which weren’t even being done! In this XU: How did you approach giving the client the invoices to Xero. Is that not doubling up on particular client’s case we estimated best advice of a cloud accounting purchase invoices? “A Business that that around 8 hours system? has an advisor grow per week were GD: We always start with the Bank Feed and GD: Not at all, the client was receiving profits 23% faster than those without” Anna Curzon - Xero being saved in the accounting process and also because how easy it is to set up. We show emails with purchase they linked us as on the demonstration data of how invoices and as we their advisor on Xero the transactions are fed through to demonstrated to them we could even produce Xero and how easy it is to reconcile. that they could email directly management accounts for their Clients love how quick and simple to their Xero system, they did not business review on a regular basis. it is. need to print them off! Saving them XU: What would you advise to other companies doing this method?

GD: What I would advise is this: if you would like time to grow your business or even to save time on processes then please get away from manual paperwork and change to a cloudbased accounting system like Xero. It will improve your business instantly!

Also make sure that you employ the services of an Accountant who is a Xero Expert, they will save you so much time in the long run!

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