Testimonials

We would like to thank you for the flawless transition to Spanner Planner and Xero accounting software Previously we were running three software system one for payroll, one for accounting and another for point of sale All of which were all not talking to each other and took up valuable time trying to reconcile all the information With Gillian’s help we were able to merge all of our customer data into Spanner planner and Xero seamlessly. Without Gillian’s help this would not have been possible including a face to face training session and ongoing support which have made a very easy change over. The new system has been fantastic to work with. As a small business any time that can be saved on book work is great news allowing us to concentrate on the core of our business . Especially the fact the system is fully mobile be accessible from multiple computer with a simple log on through google chrome The functionally of Spanner Planner lets us process all of our jobs and invoices, with this data feeding straight into The Xero Software with a simple one click of the button. At any time of day we full view of how our business is tracking The live bank fees into Xero makes reconciling with the money coming in extremely a very quick process Spanner planner and Xero have been a huge assets to our business by cutting our administration time by a 1/3 rd Thank you again Jason Pringle

~ Jason Pringle, J.PRINGLE AUTOMOTIVE, Victoria

Gillian did a great job setting up our business’ accounting system using Xero. She knows the system back-to-front and quickly had us up and running. Her service and follow-up was prompt and helpful and she was able to recommend integrated Xero partners to provide a full online accounting and payroll solution that meets our business needs.

~ Michael Kent, Australia

I have used MYOB for many years and was sceptical about trying a new accounting system. However, I have to say that I was extremely impressed by Xero and its implementation by Gillian.

~ Sandra Schuetze, Accountant, Straddie Camping

I have worked with Gillian for 18 years. Gillian has always demonstrated an extremely professional approach to our mutual client requirements. Her exceptional attention to detail and meticulous completion of accounting requirements is commended. These attributes, combined with her smiling face, friendly disposition and concerned attitude to clients' needs means that your association with her will be totally rewarding. I would certainly recommend Gillian to any prospective client who is seeking a reliable professional with accounting skills, as well as software knowledge and consultancy.

~ Steve Potts, Consulting Accountant

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Latest News

Mar 11

Interview With TidyStock: Xero consultant and inventory expert chooses TidyStock

Posted by Gillian Rossouw at Wednesday, March 11, 2015

It was indeed an honour to be interviewed by the Tidy Stock team on clients' reaction after completion of implementation. They have now retired Excel to track their inventory.


"It's really a no-brainer," is how Gillian from Jill of All Trades sums up the decision to use TidyStock. Gillian is a cloud integrator and Xero consultant on Australia's Gold Coast who was looking for an inventory management system for her clients. She explains it as a Goldilocks situation, "You don't want it to be too complicated or too simple for your needs." She found TidyStock is the complete package, "TidyStock is fabulous to use and so simple to set up. It's neat and easy."

TidyStock improves owners' lifestyles

Many of Gillian's clients want to be able to travel or operate from a home office and be able to keep their finger on the pulse of the business. She says they can tap into Xero and they need to be able to manage their stock as well. They tend to run pretty lean businesses and buy just in time. "TidyStock enables them to do that and get away from the business."

Gillian recently did an integration for a client who "was blown away with TidyStock, they said it's so cool and easy to use." This was a client who had a very complicated system using Excel and Xero. They particularly liked how TidyStock could be massaged to their own requirements and gave them everything they could possibly need.

Chris Carroll, Manager of Rack'n Stack, was trialling another system and told Gillian he really needed to get inventory sorted. She told him he was wasting his time with anything other than TidyStock and helped get him set up. His staff learnt the system in a few hours and Chris says "It is working great".

TidyStock has helped Gillian's clients by giving them a lot more clarity. It has shown them the true costs of landing stock and helps to identify wastage. They now know what they really have on hand and when they should order. They also like having staff access TidyStock without the security risk of having direct access to Xero.

Cloud Integrators

While Gillian raves about the user friendliness of TidyStock, she also points out how much a consultant can ease the transition. Gillian uses her experience to get clients up and running in two hours. She does the heavy lifting and uses her knowledge of software and accounting to hand over an optimised system.

Many clients have been stuck using an old legacy system and get bogged down with the job of switching over to a modern system. Once the switch is made, they realise how important it is to have features like multi-currency and multi-users where they don’t have to wait for someone else to finish before they use the system.

Recommended

In the end Gillian is very clear on why she recommends TidyStock, "It works fabulously, does everything it says it does and is very pretty to work with."

Dec 09

CreditorWatch & Xero - Tools Of the Trade for Tradies

Posted by Gillian Rossouw at Tuesday, December 09, 2014

Doing the job is one thing.  Getting paid is another thing!  


One of the many challenges that comes with running a business is making sure SME business owners keep on top of administration, GST compliance and finances to maximise their profit.  As their business grows, new challenges appear.  Particularly with trades and service business who are not only working  "on the tools",  but they are also require business management skills.


They now find that their business role has changed dramatically into that of a management role.  This comes with the territory, viz staff recruitment, managing staff, chasing new contracts, building business relationships, providing quality service, debt collection and cash flow.

 

Tradies in Australia have had to contend with late payers and bad debts far too often.  I have heard many stories of woe and as one of my clients has mentioned "he is out there driving new business and does not want to be the one chasing bad debts".


The key to success is working smarter and this is where I believe CreditorWatch, who has sashayed into the online ecosystem space to provide real time credit reports, customer monitoring & alerts and debt collection tools, is a winner.


What is CreditorWatch?  & How It Can Help Small Business

https://creditorwatch.com.au/page/features


CreditorWatch is a cloud based credit-reporting agency that manages the credit files of all commercial businesses in Australia. It assists to identify bad debtors and helps to provide credit management solutions.  CreditorWatch comes in three flavours with various levels of access.  The monthly subscription plans are packaged  on a 15 day trial period and can be upgraded or specifically tailored to suit the user's needs.

Some of their cool features and what I like about CreditorWatch:

I have been using CreditorWatch with Xero for just over a month and have found the tools, email notification updates and resources terrific, all of which have been really beneficial in running my own business.   Love that CreditorWatch Connects with Xero.


Collaboration: Within 24 hours of signing up, I received a welcoming letter thanking me for connecting CreditorWatch to my Xero account as well as receiving a follow up phone call from my new account manager, who offered to take me on a guided tour.


Customer Lookup: Search for a business by "Name, ABN and ACN":  Whilst assisting one of my clients when performing their quarterly BAS Business Health Check, came across a new sub-contractor my client was dealing with and was not sure if he was had an ABN &/or registered for GST.   I was able to do a quick search and had the answer, readily available just by entering the contact details from the dashboard.


Customer Love: Excellent.    Easy to use, wide range of functionality. Cloud based am able to use on my iPad.  Ticks all the boxes.

At a glance:

- Online: Provides the tools to assist with decision making, knowing who you are dealing with before opening up that account and whether there are any risk factors.


-  Integrates with Xero: Synchronise with Xero via API with seamless integration of customer list and outstanding balances brought across appearing on dashboard with each company's Australian Business Number and an option to turn on the monitoring tool.


- Credit Reports & Scores:  Access a credit report on any business in Australia and have these readily available in graph format when logging into CreditorWatch.  


- Risk Monitor:  There is a “High Risk” portfolio summary visible from the dashboard showing companies you are dealing with and whether any adverse rulings have been associated against these companies.  The listing shows a comprehensive report on court judgements, company deregistration, strike off actions in progress, ASIC insolvency notices and or whether mercantile footprints have been registered.

Members can take action against bad debtors and non payers, by lodging defaults online and warn other businesses.


- Education and Tools Portal: A raft of debt collection tips, credit management documents and articles on how to assist with managing credit.


- Use CreditorWatch Logo: Incorporate their logo in conjunction with your own company branding on invoices, statements, website and final payment requests.


 - Online Support: All-In-One support, awesome customer service.  Quick and easy to get up and running.


Aug 24

It is never too late to start using Xero

Posted by Gillian Rossouw at Saturday, August 24, 2013

So you want to convert your data to Xero?

Not sure how?; Who to go to? ; Where to start ?

We offer a personalized data conversion service specifically to fit each individual business/client needs.   No matter whether it be QB, MYOB, or any other On-Premise accounting system we will have you up and running in next to no time.

Our expertise in this area spans many years in IT and Data Management service, and are extremely proud to have migrated hundreds of clients’ data to Xero.  As BAS Agents and Modern Bookkeepers, we understand accounting so you will be in safe hands to ensure “Best Practice” and compliance is correctly adhered to throughout the transition.

All the work is carried out in-house, under strict project management guide-lines.  We are serious about what we do and comply with the Privacy Act. Each project is meticulously scoped by our Xero Certified Advisors to ensure your data transfer is 100% accurate.

Sit back, relax and take some well deserved time out until you receive your first invite to log in and access your shiny new Xero.  This is where all the fun begins and trust me, using Xero is addictive so don’t say I did not warn you!

This is what we provide in our conversion service.

  • Map and Import Customers &  Suppliers
  • Import Chart Of Accounts
  • Import Items
  • Enter Trial Balance
  • Set up Tracking – (Job Coding)
  • Import Open Invoices (Receivables & Payables)
  • Set Up Payroll – we will even process your first pay-run
  • Bank Feeds – linking your bank accounts, Paypal & 3rd Party Services

 Our conversion service includes 2 months Xero Subscription

Want more? Talk to us about what we offer in our training packages.

We will train you to use Xero correctly, showcasing tips, tricks and all the cool features Plus.  

Looking forward to meeting you in the cloud using the Xero Eco-System