Julianne Reynolds PNW Fabrications Limited
Julianne looks after the bookkeeping for her husband’s business.
Julianne’s husband went from being a sole trader to a Limited company and needed to comply with Making Tax Digital. Julianne chose Xero accounting software as she felt that was more suitable for a small business than Sage which was more expensive.
She admits she is not a bookkeeper and she has been using Xero for about 10 months. She did not have a proper understanding of nominal codes and as a result she made lots of mistakes. These mistakes were not identified until the information was viewed by her accountant at the year end.
She became very worried that she just did not understand it all. She knew she had to learn about it. Her accountant wanted her to use Sage, but she wanted to stay with Xero and went online to look for help.
Julianne found Sue as a result of a Google search. She found Sue was very approachable and talked to her in a language she understood with no jargon. Sue did all the training remotely due to COVID. She was patient and took the time to explain everything the accountant had told her. Julianne felt very reassured.
Julianne now loves Xero – she knows that Sue is at the end of the phone if she needs help.
Julianne would recommend Sue to others as she is approachable and extremely knowledgeable on Xero. She explains everything in a way that is easy to understand. Sue always returns messages and has saved Julianne on her monthly premiums too.