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    Working with PM+M has been a genuinely transformational experience for Bury Hospice.

    Before the project, our finance processes were heavily manual and time-consuming, with a reliance on spreadsheets and legacy systems that limited our efficiency and visibility.

    The team took the time to really understand how we operated and worked alongside us to redesign our processes, not just implement new software. The move to Xero and the wider changes introduced have significantly reduced manual input, improved accuracy, and given us much better access to real-time financial information.

    What stood out most was the collaborative approach. The support, training and guidance throughout the implementation ensured our team felt confident and fully onboard with the changes.

    We now have a finance function that is far more efficient, controlled and forward-looking, which is vital for an organisation like ours. This transformation has put us in a much stronger position to support the delivery of our services to the local community.

    PM+M didn’t just implement a new system, they transformed the way our finance function operates. We now have real-time visibility, improved accuracy and a much more efficient process, allowing us to focus more of our time on supporting the hospice and the community we serve.

    We would highly recommend PM+M to any organisation looking to modernise and strengthen their finance function.
    Stuart Richardson, CEO of Bury Hospice

    About our client

    Bury Hospice is a charitable organisation providing specialist palliative and end-of-life care across the local community. With growing operational demands, the hospice partnered with PM+M to modernise its finance function and improve financial reporting and efficiency.

    How PM+M helped

    Bury Hospice initially engaged PM+M to carry out a finance function review and VAT health check, which identified several inefficiencies and risks within its existing processes. The hospice relied heavily on manual spreadsheets, duplicate data entry and legacy systems, limiting efficiency, reporting visibility and financial control.

    Working closely with the finance team, PM+M designed and delivered a complete finance function transformation. This included supporting the migration from Sage 50 to Xero, implementing a range of integrated cloud-based applications, redesigning key financial processes and providing tailored training and change management support to staff. The result was a more efficient, accurate and insight-driven finance function, with improved reporting, stronger controls and greater visibility of financial performance.

    The outcome

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      Finance function review and transformation
      PM+M carried out a detailed review of Bury Hospice's finance processes, identifying inefficiencies, manual workarounds and areas for improvement. The team then redesigned key processes to create a more efficient and future-ready finance function.
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      Cloud accounting implementation
      PM+M supported the migration from Sage 50 to Xero and implemented a range of integrated cloud accounting solutions, helping to automate processes, improve accuracy and provide real-time financial visibility.
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      Training and ongoing support
      PM+M provided tailored training, change management support and guidance throughout the implementation, ensuring the finance team felt confident using the new systems and processes from day one.
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