Spotlight on our Digital Solutions Service Line 🚀

Spotlight on the Digital Solutions Service Line!🚀

Congratulations again to our Head of Digital Solutions Emma Cohen for receiving the Learning Award at the recent RIALTO awards, part of our Group Event! Emma heads up the Digital Solutions – a key offering designed to help our clients achieve greater efficiency and growth.

RIALTO: Learning

Proud of our professional training ethos

The learning awards goes to a person who keeps a continued focus on innovation in the technology and AI space to help us to stay aligned with market developments. Emma is committed to utilising new tools to help us support our clients, along with providing training sessions and guidance to her colleagues on evolving systems.

Introducing our Digital Solutions team

Hi team! Especially a warm welcome to our new starters and teammates from acquisitions👋

We want to take a moment to inform you (and remind our wider existing team) about our Digital Solutions Service Line – a key offering designed to help our clients achieve greater efficiency and growth.

Our Digital Solutions team is all about transforming businesses by improving systems, streamlining processes, and driving cost savings. Our goal is simple: to make things work smarter, not harder!

What We Offer:

• System Automation & Optimisation
• Process Improvement
• Cost-Saving Solutions
• Implementing tech-driven strategies
• Software Advisory
• Cloud Accounting Migration, Integration & Data Solutions

Who Can Benefit?

Our Digital Solutions Service Line is ideal for clients who:

• Rely on manual records or spreadsheets for their day-to-day accounting and financial management.
• Consuming and error prone processes due to a lack of system integration.
• Want to centralise and automate their financial data to save time and enhance accuracy.
• Need real time insights into their business performance but currently struggle with outdated methods that limit visibility.
• Are looking for opportunities to improve their efficiency and save on costs through technology.

🔍 Success Story Spotlight:

Recently, we helped a client transition from manual processing to a cloud accounting solution using Xero. By migrating their data and automating processes such as invoicing and data processing, they saved hours of manual work every week. With the added integration of tools like Fathom, Dext, and their POS system into Xero, all their data now flows seamlessly, providing them with real-time visibility and actionable insights into their business performance. 📊

A quick reminder:

Please remember to include me in client conversations before recommending any cloud accounting solutions. By doing so, I’ll have the opportunity to look closely at the client’s specific needs, ensuring we recommend the most suitable software rather than defaulting to familiar options. This approach also allows me to assess potential connections with third-party software to streamline processes and identify any potential cost savings from the outset, creating a more tailored and efficient setup for each client. Additionally, please include me in the quoting process for any digital work, such as accounting software implementation or training.

To support this effort, I’ll also be organising regular meetings with portfolio holders to review their client lists, which will allow us to discuss potential digital needs in depth. Each month, I’ll also review our new client list and reach out to client managers to see if there’s an opportunity for a digital review or software recommendation.

Lastly, please keep me informed of clients who may have recently acquired a new business, opened a new location, or made other strategic changes. These clients are perfect candidates for a review, which could uncover additional ways we can support their growth.

📅 Upcoming Presentations:

To dive deeper into how our Digital Solutions Service Line works and how you can identify opportunities for clients, I’ll be organising sessions for our new colleagues in Chelmsford, Harlow, Orpington and Sutton to present further on our offerings. Stay tuned for the dates and times – this will be a great opportunity to learn more and ask any questions you may have! 🎤

If you have any questions, please do not hesitate to reach out to our Head of Digital Solutions, Emma Cohen.

Thank you!

Emma Cohen