Direct Marketing company doesn’t know what projects are profitable and spends days each month preparing reports using excel

Problem Discussion

This business mainly used excel and an old accounts system with a lot of manual processing and duplication. The business had dozens of projects across many clients but wasn’t sure what projects were profitable. The in-house accountant spent days each month trying to figure it out.

Solution Discussion

Set up a new cloud-based system to reduce duplication and produce accurate P&L reporting across projects

Xero was chosen for this company and we set up tracking for all of the company projects. After implementation they were able to report back to the CEO and Account managers to show them how each project was going. The in-house accountant saves days each month-end and the Account managers are able to deliver more profitable projects.