Join Us for our Whiteley Xero Workshop – ‘Beyond the Cloud…’

Join Us for our Whiteley Xero Workshop – ‘Beyond the Cloud…’

Join Us for our Whiteley Xero Workshop – ‘Beyond the Cloud…’

Are you ready to take your business accounting to the next level? We invite you to join us at our upcoming Whiteley Xero Workshop as we go ‘Beyond the Cloud.’ This free seminar promises to provide invaluable insights into leveraging Xero for your business.

 
Event Details

 

Date: Thursday, 17th October
Time: 10:00 AM – 1:00 PM
Location: BizSpace Office, Whiteley, PO15 7FP
Registration Link: Register Here

 
About the Seminar

 

Hosted by Cloud Implementation Specialist, Andy Kemp, our Whiteley Xero workshop promises to cover everything you need to know about Xero. As leaders in the field of Cloud Accounting, Andy and the team will guide you through the various features and benefits of using Xero for your business. So, whether you’re new to Xero or looking to maximise its potential, this workshop has something for everyone.

 
Why Attend ‘Beyond the Cloud…’

 

In today’s digital age, Cloud Accounting is essential. So, our ‘Beyond the Cloud…’ workshop is designed to help businesses understand and utilise Xero’s full capabilities. You’ll learn how to streamline your accounting processes, improve financial visibility, and enhance your business efficiency.

 

Key Topics Covered

 

  • Introduction to Xero: Learn the basics and why it’s a game-changer for businesses.
  • Advanced Features: Discover the advanced features that can save you time and money.
  • Practical Tips: Get practical tips and tricks to get the most out of Xero.
  • Q&A Session: Have your questions answered by seasoned professionals.
 
Benefits of Attending

 

By attending our Whiteley Xero Workshop, you will:

  • Gain a deeper understanding of Xero’s functionalities.
  • Learn how to automate routine accounting tasks.
  • Improve your financial reporting and decision-making processes.
  • Network with other business professionals in the area.

Plus, you get the opportunity of booking in a free demo with Andy direct!

 
Register Now

 

Don’t miss out on this opportunity to enhance your accounting skills and take your business to new heights. Our Whiteley Xero Workshop’ is free to attend, but spaces are booking fast. So, please do book early to avoid disappointment!

 

Secure your spot today by registering here.

 

We look forward to seeing you there!

 

☎️ Midhurst: 01730 817 243 | ☎️ Chichester: 01243 782 423 | ☎️ Whiteley: 01489 287 782

Andy Kemp
About our Cloud Implementation Specialist

Andy Kemp – Cloud Implementation Specialist

Andy Kemp is our Cloud Implementation Specialist with extensive expertise in cloud accounting and Xero. With years of experience in transforming financial management for businesses, Andy is known for his in-depth knowledge and practical approach to leveraging cloud-based solutions. As part of the Lewis Brownlee team, he has helped numerous clients streamline their financial processes, improve accuracy, and gain valuable insights into their business operations. Andy’s passion for innovation and dedication to client success make him a sought-after expert in the field of cloud accounting.

 
 
If you’d like to speak to one of our experts, please call 01243 782 423. Alternatively, please email us from our contact page and we will be in touch!

We also update our YouTube channel regularly with new content, see here: Lewis Brownlee YouTube

Maximising Your Business Potential with Xero: Insights from Our First Workshop at The_Track

Maximising Your Business Potential with Xero: Insights from Our First Workshop at The_Track

Maximising Your Business Potential with Xero: Insights from Our First Workshop at The_Track

We are delighted to share news of the success of our first Xero workshop! Hosted at The_Track in Bognor Regis, on 10th July, our Cloud Implementation Specialist, Andy Kemp, led the session. And, what an informative session it turned out to be with Andy providing valuable insights on how to maximise your business potential with Xero.

Here’s an insight into what was covered!

 

Streamlining Financial Processes

 

Andy showcased how Xero can simplify financial management, demonstrating the platform’s ability to streamline financial processes. Attendees learned how Xero’s tools can reduce administrative burden and improve efficiency.

 

Managing Invoices Efficiently

 

A key part of the workshop was learning tips and tricks to handle invoices efficiently. Andy’s expertise highlighted how businesses can save time and avoid common pitfalls in invoice management, ensuring smooth financial operations.

 

Expert Insights into Business Finances

One of the undisputed highlights of the show was  when Andy provided valuable insights into business finances. Attendees were keen to  understand the power of Xero’s reporting tools and Andy showcased these with finesse. These insights are crucial for making informed decisions and driving business growth! So, our attendees were particularly thrilled with their newfound knowledge!

 

Networking and Expert Guidance

 

The session also culminated in a great networking opportunity. Attendees connected with like-minded individuals, expanding their professional networks while also having the opportunity to pose their Xero questions directly to an expert. As such, the professional guidance from Andy Kemp was truly invaluable.

 

Thank You to The_Track and Our Attendees

 

As we wrap up, we’d naturally like to extend a big thank you to The_Track for hosting us and to all the attendees for making the session an insightful and informative opportunity. Your participation made the event a remarkable success. Thank you for coming along!

 

Upcoming Xero Workshops in October

 

We are excited to announce that we have two more Xero workshops slated for October! So, watch this space for the dates, which will be released soon!

These workshops are designed to benefit businesses of all sizes. So, whether you are new to Xero or a seasoned professional looking to brush up on your skills, you are more than welcome to come along! Why not invite others you know who might be interested? We’d be happy to see them there!

 

Why Attend Our Xero Workshops?

 

Running a business is tough! So, we put on these workshops to demonstrate the tools of the trade out there to make managing your finances easier. Cutting-edge software, like Xero, is designed specifically to streamline efficiencies, making the day-to-day running of your business more efficient and effective.

As such, these workshops are an excellent opportunity to learn how Xero can benefit your business. They are suitable for anyone curious about Xero or wanting to further enhance their knowledge. They offer access to the experience and expert guidance that can help you maximise your full business potential with Xero by your side.

 

We Are Cloud Accounting Experts!

 

At Lewis Brownlee, we are Cloud Accounting experts. So, our services are designed to help businesses leverage the power of cloud-based solutions like Xero. We are here to support you every step of the way, from implementation to ongoing support. So, while we can happily demo Xero for you at our workshops, we can also help implement it into your business if you would find that helpful.

As Cloud Accounting specialists, we can also help talk you through how app stacking solutions might benefit your business. So, we’re good people to know if you’re looking to streamline your business operations and account management.

 

More workshops to come!

 

If you missed our July Xero Workshop, don’t worry! Andy and the Xero team will be hosting two more workshops this October! So, you still have the chance to join us in taking the first step towards optimising your financial management with Xero.

Stay tuned for more details, and don’t miss out on these valuable learning opportunities!

Maximise your business potential with Xero. See you in October!

☎️ Chichester: 01243 782 423 ☎️ Midhurst: 01730 817 243 ☎️ Whiteley: 01489 287 782

Andy Kemp
About Andy Kemp

Andy Kemp – Cloud Implementation Specialist

Andy Kemp is our Cloud Implementation Specialist with extensive expertise in cloud accounting and Xero. With years of experience in transforming financial management for businesses, Andy is known for his in-depth knowledge and practical approach to leveraging cloud-based solutions. As part of the Lewis Brownlee team, he has helped numerous clients streamline their financial processes, improve accuracy, and gain valuable insights into their business operations. Andy’s passion for innovation and dedication to client success make him a sought-after expert in the field of cloud accounting.

 
If you’d like to speak to one of our experts, please call 01243 782 423. Alternatively, please email us from our contact page and we will be in touch!

We also update our YouTube channel regularly with new content, see here: Lewis Brownlee YouTube

Thoughts from Xerocon 2024

Thoughts from Xerocon 2024

 

Attending XeroCon always brings a fresh wave of excitement and innovation to the world of accounting. And, this year was no exception! At the forefront of these developments is Xero’s announcement of Just Ask Xero (JAX), an AI business companion set to transform how accounting tasks are managed. Additionally, new features like Tap to Pay and the upcoming Partnership Tax are poised to further enhance the capabilities of Xero, ensuring that businesses and accountants alike can operate with greater efficiency and ease.

Here’s a quick overview of our thoughts fresh from Xerocon!

 

Xero announces JAX, Xero’s new AI Business Companion, at XeroCon 2024.

 

As mentioned above, one of the standout announcements from XeroCon 2024 was Just Ask Xero (JAX), a new AI business companion designed to revolutionise how accounting tasks are handled. JAX will automate complex processes, streamline workflows, and provide insightful analytics. Consequently, Xero Cloud Accounting will be more efficient and user-friendly than ever before!

 

Upcoming Features and Enhancements

 

  1. Tap to Pay Xero is introducing Tap to Pay. This is a new feature to help businesses get paid faster. With Tap to Pay, businesses can accept payments on the spot directly from the Xero Accounting App. So transactions can be both seamless and efficient!
  2. Partnership Tax Xero is expanding its tax capabilities with Partnership Tax, soon available in beta for UK accountants and bookkeepers. This feature will centralise compliance tasks, reducing the need for multiple practice tools and enhancing workflow efficiency.
  3. Xero Tax Enhancements Xero Tax is also being updated with new features, including partnership and annual accounts and tax returns. These enhancements ensure ongoing compliance with regulatory changes, making it easier for accountants to manage their clients’ tax obligations.

 

Watch this space…

Similarly impressive to Xero’s offerings, Xerocon 2024 also threw the spotlight onto Dext, SuiteFiles and ApprovalMax’s new offerings.

Dext & SuiteFiles – Dext’s automated data entry solutions continue to transform bookkeeping, while SuiteFiles’ document management system integrates seamlessly with Xero, enhancing document handling and storage.

ApprovalMax – ApprovalMax’s latest offerings look exciting, particularly ApprovalMax Capture and ApprovalMax Pay. These are set to revolutionise approval workflows and payment processes, further integrating with Xero for a streamlined experience.

It’s always an honour to share the latest in Cloud Accounting innovation with you. So, be sure to follow us on social media to stay tuned for more updates about how these exciting developments will benefit your business! And, remember! If you are curious about Xero, we have a team of trained specialists poised to help. So, whether you are seeking a demo, or clarity on how app-stacking might benefit your business, call us today. We’d be happy to see how we can help.

Andy Kemp
Author Bio

Andy Kemp – Cloud Implementation Specialist

Andy Kemp is our Cloud Implementation Specialist with extensive expertise in cloud accounting and Xero. With years of experience in transforming financial management for businesses, Andy is known for his in-depth knowledge and practical approach to leveraging cloud-based solutions. As part of the Lewis Brownlee team, he has helped numerous clients streamline their financial processes, improve accuracy, and gain valuable insights into their business operations. Andy’s passion for innovation and dedication to client success make him a sought-after expert in the field of cloud accounting.

 
If you’d like to speak to one of our experts, please call 01243 782 423. Alternatively, please email us from our contact page and we will be in touch!

We also update our YouTube channel regularly with new content, see here: Lewis Brownlee YouTube

Xero with Andy Kemp – Keeping Pace at The_Track!

Xero with Andy Kemp – Keeping Pace at The_Track!

Xero with Andy Kemp – Keeping Pace at The_Track!

 

Are you a small business owner, accountant, or simply curious about cloud accounting? Join us for an exclusive workshop to unlock the Power of Xero with our very own Xero Hero, Andy Kemp.

This event, designed to revolutionise your approach to financial management, will be held at The_Track Coworking Office Space in Bognor Regis on Wednesday 10th July. It comes as your opportunity to see firsthand how Xero can help take your business to the next level as demonstrated by a seasoned professional!

 

Event Details

 

  • Date: Wednesday, 10th July
  • Time: 10:00 – 11:30 AM
  • Location: The_Track Coworking Office Space, Bognor Regis

 

What’s In It For You and Your Business?

 

Streamline Financial Processes

 

One of the primary benefits you will learn is how Xero can streamline your financial processes. From automating routine tasks to ensuring accuracy and efficiency, Andy will guide you through the myriad ways Xero can simplify your financial management. Whether it’s handling daily transactions or reconciling accounts, Xero offers a seamless experience that can save you time and reduce errors.

 

Manage Invoices Efficiently

 

Efficient invoice management is crucial for any business.So, you’ll learn invaluable tips and tricks for handling invoices!

Andy will cover everything from creating and sending professional invoices to setting up automated reminders and tracking payments. These insights will help you maintain a steady cash flow and reduce the time spent on administrative tasks.

 

Gain Valuable Business Insights

 

Understanding your business finances is essential for making informed decisions. So, Andy will show you how to leverage Xero’s powerful reporting and analytics features to gain deep insights into your financial health. As such, if you are wondering how to generate detailed reports, monitor key performance indicators, or make data-driven decisions that can propel your business forward, ‘Xero with Andy Kemp’ is perfect for you!

 

Expert Guidance from Andy Kemp

 

Andy Kemp, a seasoned Cloud Implementation Specialist from Lewis Brownlee, brings a wealth of experience and knowledge. His expertise in Xero and cloud accounting will be on full display at the workshop. Andy’s practical advice and hands-on demonstrations will provide you with the tools and confidence to fully utilise Xero in your business. So, don’t miss this opportunity to learn from one of the best in the field!

 

Networking Opportunities

 

Our ‘Xero with Andy Kemp’ workshop is not just about learning; it’s also about connecting. You’ll have the chance to meet like-minded individuals, share experiences, and expand your professional network. Building relationships with fellow small business owners and accountants can lead to new opportunities and collaborations.

 

Secure Your FREE Spot Today

 

Don’t miss out on this fantastic opportunity to enhance your financial management skills and network with industry professionals. Be sure to sign up for your free place today by visiting this link.

We can’t wait to see you at The_Track Coworking Office Space in Bognor Regis on 10th! Let’s take your business to the next level together as we partner in your business success!

Andy Kemp
Author Bio

Andy Kemp – Cloud Implementation Specialist

Andy Kemp is our Cloud Implementation Specialist with extensive expertise in cloud accounting and Xero. With years of experience in transforming financial management for businesses, Andy is known for his in-depth knowledge and practical approach to leveraging cloud-based solutions. As part of the Lewis Brownlee team, he has helped numerous clients streamline their financial processes, improve accuracy, and gain valuable insights into their business operations. Andy’s passion for innovation and dedication to client success make him a sought-after expert in the field of cloud accounting.

 
If you’d like to speak to one of our experts, please call 01243 782 423. Alternatively, please email us from our contact page and we will be in touch!

We also update our YouTube channel regularly with new content, see here: Lewis Brownlee YouTube

Announcement: Xero Give Notice of Intention to Retire Classic Version of Sales Invoicing System

Announcement: Xero Give Notice of Intention to Retire Classic Version of Sales Invoicing System

Announcement: Xero Give Notice of Intention to Retire Classic Version of Sales Invoicing System

Nothing is so painful to the human mind as a great and sudden change. With this in mind Xero have given advanced warning that they intend to retire the classic version of their sales invoicing system on the 2nd September 2024!

 

What to expect…

 

The new version of the sales invoicing system isn’t that new having been around for about four years.

I know making the transition to the new sales invoice layout may be daunting, I had used the classic version of the Xero sales invoicing system for several years. It had become like an old friend! I knew the invoice field layout, which fields could be left empty if not needed etc. But by moving to the new version a whole host of new features became available to me with more to come.

 

What you can look forward too…

 

One of the features on the new invoice system is the ability to show/hide fields on the invoice details section. Why is this any good? Well, if you don’t use the Xero inventory system you don’t need to show the item field. If you don’t offer discounts to your customers, hide the discount field. By removing the extraneous fields, you can save yourself key presses and thus time and money.

This change might seem unrequested. It might even seem unrequired! But, with this change Xero are using the latest technology and by giving forewarning of it happening they are not only future proofing their systems but providing time-saving tools for the people who use Xero. Yes that’s right – the likes of you and me!

 

How we can help…

 

If you are interested in working with Lewis Brownlee, or using Xero to move your business forward, or are already a Xero user and wish to discuss how we can help your business, then please feel free to contact us. We’re always happy to see how we can help!

If you’d like to speak to one of our experts about, please call 01243 782 423, or email from our contact page and we will be in touch!

We also update our YouTube Channel regularly with new content, see here: Lewis Brownlee YouTube channel.

Xero Health Check!

Xero Health Check!

Xero Health Check!

“Always consult your doctor before starting a new exercise regime”, sound advice because who knows what untold damage you could do to yourself, in the short and long term. So, shouldn’t you apply the same logic to your Xero business data? The staff at Lewis Brownlee can become your physician and provide you with a complete health check for your bookkeeping data.

Lewis Brownlee are offering to review your Xero data using the latest Artificial Intelligent technology as well as the human touch to produce a comprehensive report outlining the areas of concern, this is followed up with a 20 minute phone call to explain our findings and help you to plan a way forward. This will allow you to focus on strengthening the integrity of your Xero data. When we review the Xero data, we fully review the Profit & Loss, the Balance Sheet, your bank account reconciliations, the debtors, the creditors and more.

You might be asking yourself why you need to invest in this review, you know your bank is fully reconciled and that your VAT returns have been submitted on time. But is that really good enough? If your bookkeeping is flawed you may be paying the incorrect amount of tax to HMRC  – whether it’s VAT, Corporation tax or Personal tax. If HMRC decide you have paid an incorrect amount they can fine you and force you to pay the difference. Your financial decisions may well be based on what your Xero data shows you, if it’s incorrect then you could be making bad business decisions or missing on opportunities.

For new and existing clients, we can perform this health check as a one-off service, and then quarterly we will offer a less intense service for our existing clients. If your bookkeeping isn’t up to scratch it’s not the end of the world, we can offer assistance with our expert bookkeepers helping you to tidy the data before performing the healthcare check.

If you are interested in having Lewis Brownlee perform a health check on your Xero data or already are a Xero user and wish to discuss how Lewis Brownlee can help your business, then please feel free to contact us.

 You can call us on 01243 782 423 or head to our contact form!