Profile:

A company providing project management and building surveying services for construction projects. The company operates from 3 offices and has an annual income of £1.5m.

How we helped:

We provided a complete overhaul of the company’s accounting system, vastly improving the quality of financial information. Key areas of work included:

  • Migration from Excel, cash-based records to cloud-based accruals accounting on Xero, providing easy and immediate access to finances
  • Development of job reporting functionality to give timely information to project managers
  • Training all staff to use the Xero smartphone expenses app, improving internal efficiency and reducing paperwork
  • Implementation of WorkFlowMax project management and timesheet software to improve job costing
We needed to move our manual accounting methods to a much more efficient way of working. Godfrey Wilson recommended Xero, which has been so simple to transfer over to and gives us a much clearer picture of our day-to-day financial position in a cost-effective manner and with less paperwork. Godfrey Wilson are extremely friendly, approachable and hands-on and made the transition from our previous accountants very simple.
Victoria Strugnell-Green, Business Operations

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