Applied Psychologies (Craig Lamb Ltd)

Project Name: Outsourcing and Xero Set-up
Client: Applied Psychologies (Craig Lamb Ltd)
Project Commencement Date: May 2018
Project Completion Date: June 2018

Using the Worksmart team to outsource your accounting functions and using Xero software will save you time and give you secure and reliable data accessible online anytime, anywhere from any device.

 

By outsourcing, you not only save valuable time but have peace of mind that your finances are taken care of and compliant. You also benefit from the additional support of specialists you can trust to make strategic business decisions.

 

Who are Applied Psychologies?

Since 2012 Applied Psychologies have provided educational psychology support services across the North West, Yorkshire and Humberside.

THE CHALLENGE

With technology advances and the movement to Making Tax Digital businesses have or are looking to move to cloud-based accounting software. Working in the cloud allows your accountant to access and review your accounting records remotely in real time.

 

Amy (Head of Operations) approached us as her time was limited and she wanted to explore the options of outsourcing. She asked for advice on moving the accounting records from spreadsheets to cloud software and to outsource the monthly accounting procedures.

 

THE SOLUTION

We set up the Xero software converting the spreadsheet records, setup budgets and cashflow forecasts and provided Amy with Xero training. We update the accounts on a weekly basis and give continued support to the business. Applied Psychologies now has the peace of mind of a system they can trust and access financial reports that are accurate.

 

At Worksmart Accounting, our growing team has the skills and experience, to grow a trusted relationship with. This is particularly relevant for businesses, such as Applied Psychologies, which don’t have the requirements for someone in the company full-time. However, they still need to ensure that their accounting needs are completed accurately and efficiently.

CLIENT’S TESTIMONIALS

“Emma has been brilliant; she took our spreadsheet based accounts and added them into online accounting software (Xero) which makes all our accounting so much easier. Her straight forward approach to accounting is great to work with. She just gets on with the work which means I don’t really have to think about it much anymore and she’s not afraid to chase me up if she needs something – which means the accounts are always up to date.” -17th May 2019

Amy Robson, Head of Business Operations
Applied Psychologies (Craig Lamb Ltd)