With one other epic Xero Awards night behind us, it’s time for us to mirror on the success of our accounting and bookkeeping neighborhood. Judged by Xero management and a panel of visitor judges from throughout the accounting trade, the 2023 Xero Awards programme for the UK & Eire celebrated the rockstar accountants, bookkeepers and app companions throughout the area. 

We had been thrilled to award the Sole Practitioner of the 12 months award to Joan Adams of Adams O’Rourke Accountants. A distant digital follow based mostly in Liverpool, Joan serves shoppers throughout the UK and has been working her follow since 2011. Constructed on referrals, Joan’s follow goals to unlock SME enterprise homeowners’ potential to construct sustainable, worthwhile companies. 

Judges mentioned that Joan demonstrated an distinctive stage of shopper care and supplied actual worth to shoppers. 

“That is obvious within the preliminary levels of shopper onboarding, proper by means of to common check-ins aided by knowledgeable assembly agendas and suggestions to make sure she’s regularly delivering worth to the shopper,” they mentioned. 

Diving into digital

With all shoppers on Xero, Adams O’Rourke makes use of a collection of extra instruments from the Xero ecosystem to handle onboarding, information seize and Xero health-check reviews right through to reporting and tax.

“[Joan] is a improbable instance of a sole practitioner utilizing Xero and our ecosystem of apps to enhance her enterprise and that of her shoppers,” judges added. 

Innovation is essential

Having all of Adams O’Rourke’s shoppers on Xero, Xero HQ is an integral a part of how Joan constructions the follow the place she has a real-time view of shopper standing and workers allocations. Within the subsequent 12 months, Joan plans to have all shopper work papers migrated to Xero to make sure finish of yr processes are simple and streamlined. 

A robust advocate for the reporting performance in Xero, Joan makes use of key reviews to help shopper money circulation screens and revenue and value improvement. Specifically, the Quick Time period Money Movement Forecast and the Enterprise Snapshot reviews present additional reassurance for shoppers to watch their very own financials regularly. For bigger shoppers, the Govt Abstract report kinds the premise of Joan’s money circulation and revenue enchancment discussions, in addition to the flexibility to create bespoke administration reviews, which she says makes it simple and succinct for shoppers to grasp and handle.  

“I can testify 1000’s of kilos of money has been positioned again into shopper financial institution accounts as a result of they had been capable of carefully monitor debtor days and work on inventory holding values,” Joan mentioned in her entry. 

Congratulations, Adams O’Rourke!

To search out out extra about Adams O’Rourke, go to www.adamsorourke.co.uk.