A common dilemma for any successful growing business is managing the balance between the need for more staff whilst keeping an eye on the budget. One of our clients faced just such a dilemma and called us in.
Over the period of nearly a year we ran the invoicing and internal book-keeping system. We helped to pull together all of the disparate parts of the system, use Cubby File Management system to minimise the need for paper files, set up the filing system including a full archive, set up email templates to save time when invoicing, write up all of the financial processes and finally transfer the entire system into Xero.
When they were ready to bring in a full time Office Manager the handover time was minimal and as the processes were all set up and ready to go could be done via a Skype call.
What our clients think…
“dealt with all areas of the business that needed ‘organising’ incredibly effectively … very proactive at making suggestions for areas of improvement to internal processes which we have really benefitted from. If you need a resource to help organise your business look no further.”
Mr S
Resources used
- Cubby File Management
- Office 365
- Outlook Templates
- Xero
Price guide
- Total project cost: £2000.00
