Unity Accountancy wanted to stand out by using technology to help serve clients better and faster. Cerith wanted a tool that could give real-time updates and warnings, helping the team find and fix problems before clients even knew they existed.
After checking out many software options, Unity Accountancy decided to use XBert. This tool was designed to make bookkeeping easier and more accurate by running daily checks and sending alerts when something was wrong.
Cerith was impressed: "XBert filled that gap. You've got, I think it's 51 different checks that happen every day anyway. But then you can also put your custom ones in, so we can really drill down with the client."
Cerith saw that XBert could make Unity’s vision of proactive service a reality.
I uploaded about 80 clients from the start... By about quarter to five, I uploaded all my clients and then, yeah, I was in the software fixing problems I didn’t know I had.
The implementation process was remarkably smooth and efficient. Cerith, who is always eager to test new technologies, quickly integrated XBert into the firm’s operations. "I love a demo," he shared, detailing how quickly he was able to get started.
Cerith was able to bring all of Unity's client accounts up to date, taking full advantage of XBert's features. He described the process with enthusiasm: "Set some time aside. You can upload all of your clients, get all the bookkeeping bang up to date."
Using XBert has made Unity Accountancy much more efficient and effective. One big advantage is that even the less experienced team members can now manage client accounts on their own.
"I’ve got inexperienced bookkeepers with me. It tells them what to do and what problem it is to work on," Cerith explained.
XBert’s alerts also help Unity stay on top of things that matter most to each client. Cerith gave an example:
"We can make sure that's reported on. And if that thing happens that keeps [the client] up at night, I can tell them the next day, essentially, or within the same day that there's a problem there."
This kind of proactive service is exactly what Unity Accountancy promised its clients.
XBert has also been great for catching mistakes and was able to get back over £500 for their client from a duplicate bill that was paid. Over 6 months ago.
XBert has made a big difference in how Unity Accountancy operates. By automating many routine tasks and providing instant alerts, the tool has freed up time for the team to focus on giving clients better advice.
Unity also uses XBert to make sure all client accounts meet a high standard, Cerith said. "All of our internal bookkeeping should have a health score of over 90%." This helps keep clients happy by ensuring their accounts are always accurate and up-to-date.
"If you are that proactive accountant that wants to be ahead of the game, who wants to serve their clients better, who wants to let them know there's issues before they even realise themselves, XBert will help you do that," Cerith concluded.
Unity Accountancy is also using XBert when looking to buy other accounting firms. Cerith mentioned that they are in the process of acquiring more practices and see XBert as a valuable tool for this.
"He gave me read-only access to his Xero practice account. I was able to run the data through XBert to ensure the data was correct. This formed part of the due diligence on the financials of the sellers practice.” Cerith said.
This has shown how XBert can help check the health of potential acquisitions.
Unity Accountancy’s use of XBert has transformed the way they work, helping them deliver on their promise of being proactive. XBert’s ability to provide real-time alerts, customisable checks, and detailed reports has not only improved operational efficiency but also enhanced the firm’s ability to serve its clients effectively.
"If you are that proactive accountant that wants to be ahead of the game, who wants to serve their clients better, who wants to let them know there's issues before they even realise themselves, XBert will help you do that," Cerith concluded.
By leveraging XBert, Unity Accountancy has positioned itself as a leader in proactive accounting services, consistently delivering value to clients and setting a new standard for the industry.
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