Case Studies

Case Study Electrician

Werribee

Electrician

We engaged Charlotte back in 2013 after our old bookkeeper retired. At that point we had 10 people on payroll, and were running spreadsheets and even invoicing out of Word. Charlotte got us onto Xero and brought us into the 21st Century! She has standardised all our procedures and although we have grown, our expenses have gone down due to Charlotte’s ability to identify issues and resolve them.

Our staff now lodge timesheets online, invoice onsite with clients through their smart phones and we even have the ability to take credit card payments on the spot, which we never had!

Case Study Cafe

Bacchus Marsh

Café

We started our business earlier this year and Charlotte came highly recommended to us by our accountant. We didn’t have any experience in the industry, and it was a matter or sink or swim! Thankfully with Charlotte onboard we are swimming.

We are now using Xero and Receipt Bank and are now a paperless office. All our staff enter timesheets through the online portal, invoices are shredded after we upload to Receipt Bank, and everything we need is stored in the cloud. Charlotte’s extensive knowledge within the hospitality industry has also assisted us in many ways as she truly understands the challenges we face.