We recently transitioned from spreadsheets to Xero with the help of Dan and Rosie. The process was seamless, and the team ensured we were fully MTD compliant. The new system will significantly improve our year-end efficiencies. Highly recommend their services!Matt Ryder, Hearfirst and Daughter Properties
About our client
Established in 2003, Lancashire-based HearFirst is a deaf-led organisation specialising in workplace training. In addition, our client also operates Daughter Properties, an investment property business. As long-standing clients, they approached PM+M’s cloud accounting team to explore moving away from spreadsheets and transitioning to Xero, with the goal of improving efficiency and streamlining their finance processes across both businesses.
How PM+M helped
Matt and the team at Hearfirst/Daughter Properties have partnered with PM+M for a number of years. They recently approached our cloud accounting team for support in transitioning from spreadsheets to the Xero platform. We delivered a comprehensive software conversion, which included a full financial and organisational setup, migration of two years’ worth of historical data, app integration (including Dext), as well as user onboarding, and training.
This transition significantly improved operational efficiency and empowered the business with real-time financial insights, enabling quicker and more informed decision making.
The outcome
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A quick and seamless transitionOur team ensured the switch to Xero was smooth and efficient, with minimal disruption to day-to-day operations. -
Clear onboarding and training supportWe provided hands-on guidance throughout the onboarding process, along with tailored training to give the team confidence in using the new system effectively and to its full potential. -
Visibility of financial performanceReal-time access to accurate data and automated bank feeds empowered the business to make informed financial decisions. Integrating Dext enhances organisational efficiency, visibility and statutory compliance. This integration ensures precise accounting and tax planning, while also serving as a centralised hub for business management.
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