Business Tips.

How Xero actually transformed this health business (and its owner's life)

By Phil Ellerby

The company

Business Health Partners is an independent provider of high-quality occupational health services and training.

Founded in 2011 by Liz Short (pictured) and Jane Wright, the County Durham-based business conducts independent medicals and lung-function testing alongside some other consultancy work. 

The issue

Having quickly gained a reputation for safeguarding the well-being and welfare of employees, the company quickly grew and after five years they soon enjoyed an annual turnover of more than £100,000.

Unfortunately, this success caused problems from an accounting perspective. With invoice values ranging from £5,000 to £10,000 a month, it soon became a complex and time-consuming process because of various different price points and recharges.

The solution

Northern Accountants began to help Business Health Partners in June 2016 after we were contacted by owner Liz Short following a glowing recommendation.

Despite being based 75 miles away in Stockton-on-Tees, the distance between their Billingham base and our head office in Leeds has never been a problem. Liz even travelled here to undergo Xero Training before making the switch over to cloud accounting.

She’s never looked back.

The impact

Let’s just say it’s been nothing short of phenomenal.

Liz explains: “I’d been doing a lot of the mundane accounting administration for our business myself and once a month I quite literally had to devote a full day to this task. Unfortunately, this was generally one of my precious weekend days.

“It’s difficult to say what the single biggest impact has been because it has been great in so many ways. However, if I had to pinpoint one thing it would be the amount of time it has saved me in managing our accounts overall.

“Added to this, when it was time for our Year-End accounts to be filed, I used to have to pull all the information together and take it to our previous accountants for them to pore over. I only did this because I really thought that was what I had to do!

“With some patient training, Xero has changed my life because I now use it to do the accounts in a fraction of the time it used to take. It’s so easy to use and all the information that our accountant needs is readily collated by the software.

“Initially, I was not looking forward to the training because I am not naturally tech savvy, but it turned out to be much easier and more beneficial than I anticipated.”

Work with us and transform your business

Want to be freed from the burden of time-consuming accounts? Let our specialist cloud accounting team make your life easier, send us an email or call 0113 218 9552 to arrange an informal appointment.

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Northern Accountants Ltd, Olympus House, 2 Howley Park Business Village, Pullan Way, Leeds, LS27 0BZ