Upon review Dominic decided that the move would be made to Xero with a combination of connected applications to ease their current workload. Purple Lime would trial different connected apps to advise on which might be the best fit for Jamie’s Farm and their growing business with their current frustrations in mind.
Hayley converted several years of Sage information over to Xero with live bank feeds, set up Receipt Bank to reduce the paperwork, and speed up the flow of information within the business. Training was carried out at different levels for all members of staff.
Hayley managed project timelines and deliverables throughout and was adaptive and responsive when challenges arose; all the while being personable, friendly and demonstrating a deep knowledge about the conversion process and wider accounting requirements.
With multiple analysis/measurement needs on both the income and cost side of the organisation, Jamie’s Farm chart of accounts were also updated and tracking added; stream lining the input of data and giving the reporting greater accessibility for all users.