Exciting Updates from Digital Solutions!

We’re kicking off the new year with some fantastic news and updates from the Digital Solutions team! Here’s what’s happening:

🎉 Exciting Addition to Our Team
We’re thrilled to announce that Lydia will be joining our Digital Solutions team as a Cloud Manager. Lydia brings a wealth of expertise in cloud-based solutions and will play a key role in enhancing our outsourced bookkeeping service.

Want to learn more about Lydia? Check out the “Introduction to Lydia” post on the hub for all the details!

🔑 Outsourced Bookkeeping Service
We’re gearing up to launch our official outsourced bookkeeping service, a game-changing offering for both our clients and us:
• For clients: It’ll provide real-time financial insights, compliance peace of mind, and streamlined financial processes.
• For us: It’s an opportunity to strengthen client relationships and offer even more tailored, strategic support.
Stay tuned for more updates as we prepare to roll this out!

🪙Updated Fee Structure
As part of standardising our offering, we are doing a review of our fee structure for all Bookkeeping/VAT and Xero implementation quotes. To ensure that all quotes align with our new fee structure, please include Lydia and Emma in any communication regarding these services moving forwards.

📢 Dext Updates
Here’s what’s new with Dext:

• They’ve been acquired by IRIS Software Group, signalling exciting developments ahead.
• Approval workflows are now live, offering greater control and efficiency for expense approvals.

🌟 App Spotlight
This month, we’re highlighting two fantastic apps:
• Link My Books: Ideal for ecommerce businesses, it integrates with platforms like Amazon and Shopify to automate VAT calculations and reporting.
• Telleroo: Telleroo is a secure, streamlined payment solution that benefits both us and our clients:

• • No access to client bank accounts required: Payments can be processed without compromising sensitive banking information.
  • Approval workflows: Clients can review and approve payments directly in the platform, adding an extra layer of control.
  • Safety and regulation: As a regulated platform, Telleroo ensures compliance with financial standards, making it safer and more reliable than traditional methods.

Telleroo is an excellent choice for managing bulk payments like payroll or supplier invoices efficiently and securely.

🎤 Sharing Insights at the Dext Roadshow
Recently, Emma had the opportunity to attend the Dext Roadshow, speaking on a panel about how Dext has transformed our clients businesses. The discussion highlighted how Dext streamlines expense management, automates data capture, and provides robust reporting tools.

This was a fantastic platform to share how we use Dext to empower our clients and drive success throughout our firm.