The charity developed an initial relationship with Ceri Dixon, who specialises in advising charities with their specific needs. They had lost confidence in the financial information being produced; important for presentation to the trustees and function of the organisation. The charity and its subsidiary were already using Xero, and therefore required advisers with the right expertise to able to restore their confidence, as well as to support them for the future.

Mark Sharples and Anisa Rigby from PM+M’s dedicated Cloud Accounting team were introduced to optimise the system and provide an outsourcing service. Although functional, Xero was not being utilised to its full potential, and the information being recorded potentially unreliable. As part of a team of dedicated and qualified advisers, who are a Xero Platinum Champion Partner, Mark and Anisa were able to put in place many improvements to the system, including the introduction of Dext – another cloud-based software designed to capture data from invoices and receipts to reduce manual entry and human error in the accounting function.

Utilising the many benefits of cloud-based software, including multiple-user access to real-time information, Anisa leads our outsourcing service for the client, working with the charity’s director and the trading company’s manager to maintain records and report to the trustees. Mark and Ceri then use the information to provide high-quality compliance and advisory services to ensure both organisations have the information and tools to continue to grow in their mission. As software developments arise and new regulations are introduced, PM+M strives to continue improving to work with the char in finding new solutions and opportunities.