Transition from Sage Accounting to Xero

Ian Cook First Class Safety

Ian Cook is the owner of First Class Safety – an occupational health and safety consultancy and training business based in Rugby. Ian has known Sue for 17-18 years and met Sue when they were both working for different businesses.

Ian took over First Class Safety as an existing business 12 years ago and needed help with his Sage bookkeeping. Sue has been working with Ian for 12 years. Initially Sue assisted with all the invoicing and bookkeeping enabling Ian to focus on running his business. As the business has grown and staff have been brought in Sue has trained them on the systems.

Ian says “Sue is very thorough, superb at her job and very supportive to me throughout our time working together. She is very passionate about what she does, and nothing is ever too much trouble. She always returns calls even if it is late in the day or at weekends.”

Sue is a very good judge of character and has kept a protective eye over his business even when she was not as involved in the day to day anymore.

Sue has trained First Class safety staff both face to face and remotely and Sophie is now very confident using Xero – knowing that anything she is unsure of she only has to pick up the phone to Sue.

As a hands-on business owner this gives huge peace of mind that whilst Ian is focusing on the hands-on side of the business that the accounts are all well looked after.

Ian would recommend Sue Green of Rix Green to others without a shadow of a doubt.

Move from Sage to Xero

Charlotte Johnson Web Function Limited

Charlotte was a long term Sage user when she made the decision to change to Xero Accounting Software. She had a good look round the software but decided she needed more formal training so she could be comfortable with it all.

This was made more stressful as she was also in the process of transitioning from part time to full time in her business.

Charlotte asked her accountant for help but they wanted her to stay on Sage.

Charlotte had made the decision to convert to Xero when she met Sue at a networking event. She knew instantly that Sue was the right person to help her.

Sue took away any fears Charlotte had and made the whole process fun.

Charlotte is now much more confident in the day to day use of Xero. She finds Xero is much better suited to business owners whereas Sage is more suitable for accountants.

Charlotte would not hesitate to recommend Sue to others as she has been very helpful.

Migration to Xero Accounting Software

Louise Johnson-Rose – UK Surveyors

Prior to investing in Xero Accounting Software Louise’s accounts had been very traditionally managed – paper based and excel spreadsheets.

Louise was recommended to Xero by her business coach. She was blown away by what Xero could do and watched tutorial videos to try and get a better understanding of how it all works. She also spoke to her accountant and they agreed Xero was a good choice for her but they were too busy to be able to assist with any training.

Louise had met Sue before and remembered that she was a Xero trainer. So, having invested in the software and done nothing with it for some time, she decided that she wanted to get a better understanding of how it all works.  She was anxious to get going but not too sure how to get started.

Sue made the whole process very straight forward and simple. Sue worked at the right pace for Louise and nothing was ever too much trouble.

With Sue’s assistance Louise has now migrated her whole system onto Xero. She would definitely recommend Sue to others because she is so personable and friendly.

Digital Accounting Software Training

Jane Gosling Fred Pritchard Estates

Jane works as part of a small team at Fred Pritchard Estates and needed help with Sage and Xero as she was completely new to it. She was very apprehensive to begin with.

Sue was called in to train Jane as she has a long-standing relationship with the company. The training was tailored to meet her requirements. Jane found Sue to be very patient and she felt very comfortable that she could ask any questions.

Jane is now at a point where she is comfortable in the day to day use and likes the fact that Sue is available to assist if she has any concerns.

Jane has already recommended Sue to others. Jane felt very comfortable with Sue and the training was bespoke to her and delivered at just the right pace.

Xero Training and Implementation

Alison Taylor Global Business Owner

Before meeting Sue, Alison will admit she was not very organised when it came to her accounts. Whilst she knew what her sales income was she had lost control of all her expenses. She used excel spreadsheets to manage her accounts and always ended up with a pile of expenses and receipts to sort out that would never quite fit all the different categories. It was therefore a real challenge for Alison when it came to her year end.

With Making Tax Digital coming in for larger businesses Alison knew it would only be a matter of time before all businesses would need to go digital so she decided to start using a digital accounting package.

Alison had known Sue for many years and she was her first choice to go to for help and training. Alison understands finance but when it comes to accounting and jargon she wanted to be sure to go to a trainer that she felt comfortable with and that she could ask anything without feeling stupid.

Alison reached out to Sue and within 3-4 sessions she found her brilliant. Alison now has a new lady looking after her accounts at her accountants. She has given her access to her Xero so she can see everything Alison inputs.

Alison is also using Receipt bank on Sues recommendation, so it is now as easy as taking a picture of receipts. Her bank statement is synced too.

Alison found Sue to be exceptionally open, supportive and encouraging. Nothing is too much trouble and she has the reassurance that she is doing everything she can to be compliant for HMRC. Alison would not hesitate to recommend Sue to others others.

Xero Training & Support

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.

Instant Receipt Capture with Dext

Ana Sabin – Cleanse a Drive

 

Ana is company secretary at Cleanse A Drive – a family business established over 20 years ago. Ana manages the accounts for the business

Ana had been using Sage for many years and was very comfortable with it until Making Tax Digital came in. She needed to get everything set up to file returns online and she did not know how to do it. Ana had looked at tutorials with Sage but found them very expensive. Ana had known Sue for some time, so she was the first point of contact to get the help she needed. Ana wanted to ensure that she got everything set up correctly.

Sue helped Ana to get everything set up on Sage for Making Tax Digital. Ana had also experienced a lot of issues with reconciling charge cards used by team members. Sue recommended Receipt Bank. Ana had looked at Receipt Bank but had dismissed it due to cost. Sue was able to offer Ana a discounted price for Receipt Bank which has resulted in the company saving both time and money in the reconciling of the charge cards.

Ana chose to work with Sue because she is very flexible, she understands small businesses and their mindset. Sue’s knowledge is invaluable, she always returns calls and if she cannot offer an immediate solution, she will always research it and come back with the answer. Sue has years of experience, is very helpful and has a very human, down to earth approach.

Ana is very happy to recommend Sue and hopes Sue gets the recognition she deserves. Sue is not about the money she is about helping you and sorting out issues as they arise.

Sage Online Training & Support

Anna Scougal – Eco-Wright Energy

Anna joined her husband’s business 1 year ago and was tasked with ensuring the company was compliant with Making Tax Digital. Anna is a lorry driver by trade so accounts are not her area of expertise. Anna used Sage online and had done her best to get it all sorted but this had resulted in huge costs with the accountant to put everything right.

Anna was really struggling she did not know what she was doing and didn’t have anyone to help. Anna was recommended to Sue by Sue’s partner. Sue worked closely with Anna to ensure that all the issues were resolved and worked at a pace that was comfortable for Anna to help her to gain a better understanding. Anna liked that Sue was always at the end of the phone if she felt unsure of anything.

Anna feels she is a work in progress with Sage – she admits to still not liking it and is considering moving to Xero when their financial year ends.

Anna would highly recommend Sue to others – she is really helpful and always there when you need her. Sue has also gone the extra mile to help Anna get their accounts up to date in a very short period of time to enable them to purchase a house. Without Sue’s support they would not have been in a position to do this.

QuickBooks Implementation

Steve Mawson – Mawson Floors

Steve runs his own flooring business

Steve had always worked with a traditional bookkeeper until Making Tax Digital came in and he chose to use Quick Books. This was all new to Steve, he was apprehensive of change and thought it would cost him more and he would not be any better off.

Sue worked with Steve remotely due to COVID restrictions – they worked through it together to ensure everything was set up correctly. As Steve started using the software in his day to day business, he liked the fact that Sue was always at the end of the phone if he had any issues or queries.

Steve has found using Quick Books has been a big improvement to his business. He now has important financial information at his fingertips which he never had before. He was sceptical at the start, but he now admits that he would not want to go back to the old way of working. He has also found by having more control he has saved money too.

Steve has retained Sue to check over everything for him month to month and likes that Sue can also access the software remotely.

Steve found Sue very confident and enthusiastic. She was very easy to get on with and is highly regarded by mutual contacts. Steve has already recommended RixGreen to other businesses.