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The best practice tools for advisory businesses

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At XU Magazine we’re constantly asked what cloud tools other advisory practices are using in their business. We spoke with Charlotte Prigmore from startup The Business Hut, as well as experts from three more established businesses – Jac Gallagher from Notch Above Bookkeeping, Paul Miller from Cornish Accounting and Adam Puckett from Delap. Charlotte, Jac, Paul and Adam shared with us the cloud solutions they are using and what efficiencies they’re realising from them in their business.

For Jac Gallagher, the managing director of Notch Above Bookkeeping, Xero’s Practice Manager is the main hub of task scheduling, client database maintenance and job allocation. As you’d expect, it syncs seamlessly with Xero – their beautiful online accounting solution. Practice Manager offers a 14-day free trial and is free for Xero partners (xero.com/ au/practicemanager/).

Jac also cites Receipt Bank as an essential part of their and their clients’ business workflow. ‘Receipt Bank snaps copies of receipts and invoices, extracts the data and relevant information and sends it straight to our Xero accounting solution.’ Receipt Bank offers a 14-day free trial with single user plans starting at AU$21.95 per month. The subscription is free for Receipt Bank partners (receipt-bank.com).

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