Connect your systems
Highly respected accountancy firm Chaney Associates is US based and also happen to be Xero’s first platinum partner. Despite operating from different continents, we produced a system that has formed a key part of their business.
The prestigious accountancy firm, which specialises in the education sector, has an enviable reputation when it comes to the financial and advisory services it offers. When we first met, the partners explained how their ambitions to grow the firm were being hampered by the inefficient and costly way they were operating, particularly when it came to the transfer of information from their clients (many of whom were working with Google Sheets) to their own in-house system. We were delighted to be able to help.
Now each of Chaney’s clients has been set up as a Xero customer and financial information is transferred seamlessly between client and accountant. Processes have been streamlined, time spent on admin tasks vastly reduced and margins dramatically increased without loss of service. With overheads cut and more money to invest into the business, they Chaney Associates are in a great position to move forwards with their plans.