With one other epic Xero Awards night behind us, it’s time for us to mirror on the success of our accounting and bookkeeping neighborhood. Judged by Xero management and a panel of visitor judges from throughout the accounting trade, the 2023 Xero Awards programme for the UK & Eire celebrated the rockstar accountants, bookkeepers and app companions throughout the area.
We have been thrilled to award the Sole Practitioner of the 12 months award to Joan Adams of Adams O’Rourke Accountants. A distant digital observe based mostly in Liverpool, Joan serves purchasers throughout the UK and has been working her observe since 2011. Constructed on referrals, Joan’s observe goals to unlock SME enterprise homeowners’ potential to construct sustainable, worthwhile companies.
Judges mentioned that Joan demonstrated an distinctive degree of consumer care and supplied actual worth to purchasers.
“That is obvious within the preliminary levels of consumer onboarding, proper by way of to common check-ins aided by knowledgeable assembly agendas and suggestions to make sure she’s frequently delivering worth to the consumer,” they mentioned.
Diving into digital
With all purchasers on Xero, Adams O’Rourke makes use of a collection of extra instruments from the Xero ecosystem to handle onboarding, information seize and Xero health-check studies all through to reporting and tax.
“[Joan] is a implausible instance of a sole practitioner utilizing Xero and our ecosystem of apps to enhance her enterprise and that of her purchasers,” judges added.
Innovation is essential
Having all of Adams O’Rourke’s purchasers on Xero, Xero HQ is an integral a part of how Joan buildings the observe the place she has a real-time view of consumer standing and employees allocations. Within the subsequent 12 months, Joan plans to have all consumer work papers migrated to Xero to make sure finish of yr processes are simple and streamlined.
A powerful advocate for the reporting performance in Xero, Joan makes use of key studies to help consumer money movement screens and revenue and price improvement. Particularly, the Brief Time period Money Circulation Forecast and the Enterprise Snapshot studies present further reassurance for purchasers to watch their very own financials frequently. For bigger purchasers, the Government Abstract report types the idea of Joan’s money movement and revenue enchancment discussions, in addition to the power to create bespoke administration studies, which she says makes it simple and succinct for purchasers to know and handle.
“I can testify hundreds of kilos of money has been positioned again into consumer financial institution accounts as a result of they have been capable of intently monitor debtor days and work on inventory holding values,” Joan mentioned in her entry.
Congratulations, Adams O’Rourke!
To seek out out extra about Adams O’Rourke, go to www.adamsorourke.co.uk.