Accounting, Audit, Payroll & Taxation Services
The client is a professional services firm that offers a range of services, including tax, audit, and advisory services, to SMEs. They serve over 400 businesses and are responsible for maintaining accounts, conducting audits, and ensuring compliance. They have strong expertise in grocery retail, hospitality, healthcare, and manufacturing sectors. The client faced a time-consuming process for bank reconciliation and weekly reporting using Xero accounting software. Manually exporting reports to Excel, running macros, and reconciling data for each client was hindering their business growth and efficiency.
By implementing the Excel AddOn solution in Xero Financial Reporting tool, the client successfully streamlined their account reconciliation and reporting processes. The automation eliminated manual efforts, reduced time and cost, and improved accuracy. The Excel AddOn provided in Xero Financial Reporting tool accountants with a seamless experience, enabling them to focus on more valuable tasks and business growth. Overall, the solution enhanced the client's efficiency, productivity, and service quality, empowering them to deliver top-quality tax and compliance services to SMEs.