CHALLENGES

Setsquare needed an experienced Finance Director and accounting support to take over from outgoing Finance Manager. The company has gone through a phenomenal growth and an upgrade and integration of key systems was needed to improve efficiency and controls.

SOLUTIONS

We performed a quick assessment and implemented the following steps:

• Implemented Xero. Full Integration with Workflow Max and Pleo

• Improved the quality Management Reporting Pack

• Created 3 Year Budget

• Advised directors on Profit Maximisation strategies for the company and business directors

OUTCOMES

1. SYSTEM IMPLEMENTATION

Xero implementation and integration of various systems increased the efficiency of accuracy of information flow.

2. MANAGEMENT REPORTING

Timely and accurate management reporting improved visibility across different departments.

3. BUDGET

Detailed, zero-based 3 year budget provided wider outlook over the business and informed on expected profits and cash flows.