This is a good case study that illustrates what we have discovered at Southern Cloud Accounting.

This is Xero, the core of the cloud programs.

Geoop is a fabulous program that is completely integrated with Xero.

Receipt bank is at the core of all Southern Cloud Accounting’s implementations.

MOVE TO XERO CASE STUDY: Commercial AC Servicing company

Client’s Details

Industry Commercial Air Conditioning Services
Annual Turnover: $1M
Staff: 10 staff including 5 fieldworkers
 

Situation

  • Invoicing taking from 2 to 6 weeks to process and send to clients via snail-mail.
  • 2 additional staff working on data entry and invoice verification totaling over $130k in additional wages.
  • Paper trail nightmare with records of all jobs printed and sent to accounts to be manually entered into Quickbooks.

Solution

  • Setup Xero.
  • Migrated current financial year data from Quickbooks.
  • Implemented Afficient Paperless with all expenses entered into Xero.
  • Integrated cloud base solution that provides job tracking and fieldworker coordination.
  • Set up My Payroll and timesheets for all staff.

Result

  • Client signs and receives invoice instantly at time of job improving cash flow.
  • Complete tracking system of all staff’s hours and job costs.
  • Ability to view fieldworker’s location providing more effective job allocation.
  • Automatic repeating invoicing and job creation saving time.
  • Purchase order system integrates with job tracking system.Total integration with accounting software eliminating double data entry.
  • No more filing.
  • Payroll now takes less than 5 minutes to process.
  • More accurate real-time reporting available from anywhere.
  • 2 Admin staff no longer needed saving $130k in salaries