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3 Amazing Website Themes For Cloud Accountants

By | Featured Technology, Marketing Tips, Resources, Technology | No Comments


In this day and age there is no need to redesign the wheel when you want to build an amazing  website for your amazing cloud accounting practice.

Simply install WordPress which is a free universal website platform and then install a theme to brand as your own.

If you are looking to have a website built for your business then drop us a line on 01392 247207 or email contact us here but in the mean time check out these amazing templates that wont break the bank.

Accounting – WP Business theme for Accountants. Click here to see this theme live


The all new Accounting theme is a WordPress business theme. Perfectly suited for your Accounting, business, consulting or financial company. Bring your clients closer to you! With Visual composer, revolution slider, multi-language ready and advanced admin panel it can be used for any kind of business but and with excellent support you cannot go wrong.

There are even 6 preloaded and pre coded styles to get you up and running in no times.


Building your themes will be a breeze, give it a go!

Adviser | Finance & Accounting WordPress Theme. Click here to see this theme live


For those financial companies who wish to establish reputation of trust with their clients, we crafted Adviser WordPress Theme based on clean business design that will perfecftly match their brand. The theme is perfect for firms who provide financial, investment, tax-related or legal help. The layout offers comprehensive staff presentation and full service description. Along with that, we have build a recruitment page containing latest hiring announcements, where potential employees may send their applications right away. And for your clients’ comfort, we’ve integrated lease calculator they can use before making an appointment.


WooCommerce ready, full shortcodes and widgets pack, numbers of plugins compatibility – the comfortable and user-friendly functionality will be appreciated not only by the website’s visitors, but also by the company’s owners, since the business operation becomes so much easier with Adviser!


Partner – Accounting and Law Responsive WordPress Theme. Click here to see this theme live


Partner is perfect for professional services and consulting businesses to elevate their online presence.

Ideal for law firm and accounting practice websites, Partner strikes a the balance between personality and professionality.

Packed with an array of colour schemes, font options, icon packs and layouts, Partner makes it quick and easy to build a professional site that fits your brand.


Of course, Partner includes Visual Composer, allowing you to quickly and simply assemble pages and edit content to shave hours off the development time of your next project – without sacrificing code cleanliness and readability.

Partner suits any consultancy firm, from a full-size legal practice to a single lawyer, financial firms specialising in tax, accounting, high finance and capital investment. Human Resources (HR) companies and recruitment agencies will also fit right into Partner’s friendly, professional style.

If its time to revamp your current cloud accounting website with a pure focus of lead generation then make sure to contact us today to learn more on 01302 247 207 or email us at

GDPR Data Storage Solutions

By | GDPR Advice, Practice Technology, Technology | No Comments


One of the most pressing issues that you as a cloud accountant face is the impending GDPR (General Data Protection Regulation) which will directly affect you if you store data on any of your clients or prospects.

The General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679) is a Regulation by which the European Commission intends to strengthen and unify data protection for individuals within the European Union (EU). It also addresses export of personal data outside the EU.

When the GDPR comes in to effect which will be very soon,  the European Union can  fine you up to €20 million or 4% of your annual turnover if you  are found to be in breach of the new laws data on EU Citizens to implement appropriate security measures.

A simple fix on data storage to prepare for this is to make sure all your data is stored on a GDPR Data Storage solution such as a Discashur DT

The iStorage diskAshur DT is the world’s first portable hardware encrypted hard drive with PIN code access and utilises military grade XTS-AES 256-bit hardware encryption, which encrypts all data stored on the drive in real time.

Due to a sharp rise in people wanting GDPR Data storage solutions stocks are continually running out so make sure to click here to get yours today

For further reading make sure to follow the EU General Data Protection Regulation 2016 that explains all the legal requirement for storing data that you need to know.

It covers key issues such as;

  • GDPR data encryption,
  • GDPR Data Storage,
  • GDPR data portability,
  • GDPR data security,
  • EU data storage regulations
  • GDPR hard drives,

We are no experts on this so make sure to do your own research and use your own due diligence  but if you need advice or seek guidance on preparing for the new regulation then make sure to visit sites like who can walk you through the process.

A Fresh Approach To Book Keeping With Fresh Financials

By | Experts, Featured Experts | No Comments


Fresh Financials are an exciting new breed of Cloud based book keepers that offer a wide range of professional book keeping services for companies that leverage cloud accounting software. Just like the menu at your favorite restaurant, their list of services is compiled of the freshest ingredients. And like with any great chef,  you can pick and choose the ingredients that you prefer to create a tailor made back end book keeping service to help streamline your accounting needs.

We managed to catch up with Emma to ask her a few questions;

Tell us a little about yourself and your business.
FF: I have been working in the bookkeeping industry for over 20 years – I decided to make the move to cloud accounting in 2012.  The business went through a complete rebrand and concept change at the beginning of 2014 and we have not looked back since.  We offer real time bookkeeping and financials analysis.  We work very closely with all our clients and use all the best tools available to offer an outstanding service – just ask our clients

Which Cloud Accountancy Packages do you use and why?
FF: Xero – Having been a Quickbooks desktop user previously I trialed several of the online software packages available. As Xero was designed for purpose rather than being adapted from a
desktop version it became clear that in my opinion it was the perfect choice for us. We made the decision to become 100% Xero and to become experts in one software. We now offer Xero training as a stand alone service – we train everyone from business owners to in house accounting staff.

Why and when did you decide to become a Cloud Accounting specialist?
FF:In 2012 – why – when I was working on a desktop software I was limited to the number of clients I could work with and collaborate with.  I knew that there had to be a better way of working.  We can now work from anywhere on any device – securely. Client collaboration is very important to us so now our clients can rest assured that their accounting software is up to date at whatever time they want to look at the information.

What key benefits do you consider that Cloud Accounting offers your clients?
A: Complete piece of mind and full understanding of their current financial position – they don’t have to wait til quarter or year end to understand how their business WAS doing – they know how it is doing now – we use the real time information to work on budgets, scenarios and constantly updating cashflow forecasts – it is powerful information that every business should have and needs.

What sector specialisms do you have?
FF: We are not industry specific – although we are pushing our offering to pubs at the moment using a great mix of Add-ons and Xero.  Our passion is working with clients who want to work the way we work – they enter into an agreement with us as much as we do with them – there are expectations on both sides.

What specialist services do you offer your clients?
FF: Real Time Bookkeeping – Banks are reconciled every day and everything else updates itself in real time.  We offer far more than bookkeeping – we have developed our own Health Check offering so if a business is unsure of the state of their Xero account we can use our expert ise in the software to deep dive into their account – find any mistakes or discrepancies and work with them to fix them.  Training and Xero support is a big part of our services also.


Client Testimonials

We changed over to the Xero accountancy program hosted by Fresh Financials 18 months ago and what a difference it has made to our business and bookkeeping. We were previously using Quickbooks for over 10 years and it wasn’t until we moved to Xero that we realised how streamline and effective the program is.

The time that I need to spend on accounts has been halved and everything is so much easier. Having the support of Fresh Financials not only gives me added confidence with the more complicated aspects of bookkeeping but means that they can be in control of certain tasks of the business and having someone to help and advise me with any questions I may have on a daily basis has really helped.

Overall our bookkeeping and day to day management of the business has improved so dramatically, not only saving me a lot of time but everything now runs smoothly and life is a lot easier.
Verity Sowden – Cross Country Magazine


I wanted an outsourced bookkeeping service and a cloud-based accounts system so we could both easily log in to the system from our own offices (or elsewhere at any time). Xero is a great solution and Emma and her team are brilliant at managing and delivering everything I need (bookkeeping, VAT, budgets, payroll, cashflow and more.)

Emma is very experienced with Xero, does everything on-time and offers pro-active advice and ongoing support as my business grows.

I love the fact that I am always getting access to new apps that integrate with Xero to speed up other processes too – like expenses and holiday requests. Perfect. Highly recommended.
Emma Pearce – Pearce Marketing Consultants Limited


If you want to get in touch with Emma then email, visit the website or call direct on 01323 700111.

Cloudly: Marketing For Cloud Accountants

By | Business, News, Resources | No Comments

Introducing the end to end process for marketing for Cloud Accountants.

There are many routes to market to win new accountancy clients for your practice however only one route has consistently and continually proven to work time and time again.

Click here to learn the entire process.

After 18 years of solid testing and complex refining the following process when done well will get your Cloud Accounting service in front of the right people in the right way by leveraging a simple end to end solution that starts with Data and ends with Leads.

When you combine all the key ingredients of modern marketing methods in a well structured and thought out process that includes Data, Content, Email, Tele and Social media marketing your brand will get noticed, you will become a sector specialist and you can leverage it all to generate ongoing, quality  appointments.

Click here to learn more about Cloudly

How To Import Your Amazon Transactions Into Xero

By | xero | No Comments

If you are looking to streamline your Amazon accounts right in to Xero then check out A2X.

A2X is an official Xero Add-On that gives Amazon merchants automated accounting by posting easy-to-reconcile summary invoices straight in to Xero.


A2X will help you integrate your Amazon account to your Xero Account by;

  • Automatically fetching your latest Amazon settlement transactions, and post summarized invoices to Xero for your approval.
  • Processing settlements from,,,,,,, and
  • Generating invoices from each settlement and posting them to Xero, either manually or automatically.

TIP: Find an  Amazon Cloud Accountant specialist to handle your Amazon accounting 

You can configure A2X to summarize sales by SKU, Product Type, or to group all Sales together.

When the payment appears in your bank account within Xero, you can easily reconcile the invoices to their corresponding payments.

Click here If you are looking for an Amazon specialist Cloud Accountant that can help you streamline your company accounts.

Make sure to visit A2X to learn more about this Xero Add On

3 Campaign Ideas For Cloud Accountants And How To Win Them As Clients

By | Campaign Ideas, Featured Campaigns, Marketing Tips, Resources | No Comments

1) Digital Product Vendors


Selling your services to already tech savvy prospects will be far easier to win as new cloud accounting clients than traditional offline businesses who do not have a current need.

Digital vendors already have a pressing desire and an existing pain point  to over come accounting issues such as VAT MOSS and processing the  larger volumes of transactions that occur daily  in an efficient way.

Source them via sites like Munch Eye, JVZoo and other digital payment gateways and direct them to a landing page offering sound advice on solving their VAT Moss pains.

We have been there ourselves and they most certainly need help.

2) Ebay, Amazon and Etsy Sellers


There is a sharp rise of small one man bands who have hit the jackpot with a pipeline of regular sales online who have been caught off guard with their books.

Building a database of Ebay, Amazon and Etsy Sellers  sellers in your country of residence could deliver you an endless list of targeted prospects hungry for your cloud accounting services.

Direct them to a landing page offering 5 top xero add ons that can help with their inventory and book keeping like xero add ons such as @tradegecko @TidyStock, @TradevineTeam

3) Online Training Coaches


Online training is becoming one of the fastest rising markets on the internet. Now coaches can deliver quality training and resources to their pupils 24 hours a day 7 days a week and their businesses are exploding.

Try to source clients via Udemy, send them to a landing page and offer them support on continuity programs and set up.

Click here to learn more on how we can help with marketing for cloud accounting practices.

Deputy – The ultimate time tracking software for XERO

By | Practice Technology, Technology, xero | No Comments

If you want to help your clients save time in their day then you should introduce them to Deputy.

Deputy is the ultimate workforce manager, offering your client the best technology in a web based solution.Simplify their rostering, timesheets, tasking and employee communication administrative tasks. With brilliant apps and one click payroll integration Deputy can help make your clients life easier.


With Deputy you can help your clients:

Keep track of when and where their team starts and ends their shifts with it’s mobile apps or kiosk.

  • Complete their payroll in one click by automatically calculating their overtime, penalty rates and allowances.
  • Create fully costed employee schedules in no time and notify everyone with just one click.
  • Easily see who worked when, create, approve and export timesheets to payroll software.
  • Easily capture when and where their people work for greater HR compliance, payroll accuracy, and insight into workforce productivity.
  • Give their employees an easy way to stay informed, share important messages and contribute to the workplace conversation via their mobile devices.


Click here to visit Deputy 

Float – The software making cashflow forecasting simple

By | Featured Technology, Practice Technology, Technology, xero | No Comments


Meet Float – a delightfully simple and award-winning cashflow management software that automates your clients cash forecasting saving them and you hours of time each month.

Founded in 2011 by CEO Colin Hewitt, Float has been at the cutting edge of cashflow forecasting and making Xero, Freeagent and Quickbooks users life simpler and more productive by helping businesses keep on top of their cash flow.

We managed to catch up with the Float team to ask them a few questions…

Tell us a little about yourself

FL: We’re based in Edinburgh with a team of 10 and we’ve been around since 2011. We now integrate with three accounting platforms: Xero, FreeAgent and QuickBooks Online.

Tell us a little about your tech firm and why you started it?

FL: Float is cash flow forecasting software for business owners, finance departments and business advisors. We integrate seamlessly with QuickBooks Online, FreeAgent and Xero to give you an easy-to-understand but powerful tool that provides an accurate, real-time view of your bank balance next week, next month, next year and beyond.

Colin Hewitt started Float after having run a digital agency and experienced the pain of trying to manage a cash flow spreadsheet. Realising that there had to be a better way, Colin started to build Float.


What are the main features of your tech services?

FL: Set budgets for expected cash – in Float, you can create budgets (placeholders) for cash you expect to pay or receive, even if there are no bills or invoices associated with them yet.

Giving you control – Float makes intelligent projections based on the due dates on your bills and invoices. You then have further control to manually update that data to better reflect what’s actually happening.

Always up-to-date – Float’s seamless integration with your accounting software means that your forecast will always be up-to-date.

Easily share your forecasts – Add your accountant, employees or investors as users to simply share your forecasts online. Or just export your forecast as a PDF and send it to them.

No number goes unexplained – With Float you can drill into the detail behind the numbers and make notes, meaning you’re never more than a click away from completely understanding your numbers.


What key benefits do you consider that your tech offers to people thinking about using it?

FL: Benefits for accountants and bookkeepers: We offer a partner programme that comes with a free account for your own practice, 40-80% off the cost of Float for clients, a dashboard to view all client companies and complementary client training.

Cash flow forecasts business owners can understand and use – Simple cash flow forecasting for small business owners, and you don’t have to be an accountant to use it.

Manage your short term cash flow Float forecasts when cash will move in and out of your account based on data from your accounting software. You can now predict what your bank balance will be at any point in the future. Stop lying awake at night, and wrap yourself in bedsheets, not spreadsheets.

Forecast the longer term – Float helps you answer difficult questions about the future, such as ‘What will happen to my bank balance if sales increase/decline over the next 6 months?’ or ‘Should I buy or lease the new company car?’


Does your tech firm focus on any specific sectors or industries?

FL: Our users come from a wide variety of backgrounds, and tend to be either business owners or business advisors.

Client Testimonials

“Float is brilliantly simple. It gives a business owner the ability to easily predict cash flows and identify any problem areas. Its simplicity makes it easy to update and really usable as a day to day management tool.”
– Gail Bainbridge, Bainbridge Lewis

“By using Float I am now able to help my clients in a way that I simply wasn’t able to before. Float delivers pertinent cash flow information to my clients efficiently and effectively, using data sourced straight from Xero! It does exactly what I want – it provides an extra layer of insight for my clients in relation to their business operations.”
– Geoff Trabant, Easy Online Bookkeeping

“I am finding Float an excellent app for management of my clients’ goals and expectations. Many of them are going through a growth surge and the Float tool is working as a daily point of focus and for longer term planning.”
– Nick Houlbrooke, Houlbrooke Group

“Float is awesome, I previously used a spreadsheet for my cashflow forecasting which was high maintenance and inaccurate and since using Float I have never looked back. I don’t know how anyone can run their business without it!”
– Denny O’Halloran, Roofline

“Float helps us understand how much cash we have to reinvest into the business and make sure no one goes unpaid. It’s really helped us get a better understanding of where we’re headed.”
– Shane O’Connell, Summer of Dev

“Your accounting software helps you look at your business going backwards, Float lets you look at it into the future. It’s simple, and you don’t need to be an Excel master to run it.”
– Avery Dorland, Windigo Online

If you’re a financial advisor (cloud accountant, bookkeeper or virtual FD), read more about their partner program and available discounts at

Check out float here;
Twitter: @floatapp


3 Essential XERO Add Ons For Cloud Accountants

By | Technology, Watch/Listen, xero | No Comments

Xero integrates with hundreds of add-on business applications so that you can easily sync and streamline your clients data, but with so many available apps where do you start?

Here are 3 of the top rated accounting apps in the xero Add on market place that you should absolutely check out.



1) Fathom
Manage and analyise your clients business performance with Fathom



Fathom is an easy to use management reporting and financial analysis tool, which helps you to assess business performance, monitor trends and identify improvement opportunities.Get instant business intelligence with insightful reports that help you assess performance, monitor trends and identify improvement opportunities. Includes KPIs, benchmarking and consolidations



2) Entryless
Entryless extracts bill items and syncs bill entries into Xero that can save cloud accountants hours

Close your clients books faster with digital general ledger entries from your bills Automatic expense tagging. Get up to 300 bills every month forever free.





3) Chaser
Improve your clients cashflow with award-winning CHASER credit control for Xero

Intelligent automatic debtor chasing with a human touch. Credit control emails that get your invoices paid. Xero Add-on Partner of the Year 2016.

Atos and Xerox launch new cloud-based Finance and Accounting Business Process as a Service

By | News | No Comments

Bezons (France), Uxbridge (UK) 12 July 2016 – Atos, an international leader in digital services, and Xerox have launched a new cloud-based ‘Business Process as a Service’ (BPaaS) offering for clients streamlining their finance and accounting functions.

The new service offers ‘Source-to-Pay’, ‘Order-to-Cash’ and ‘Record-to-Report’ and can be scaled to meet fluctuating demand and workloads. Complete with industry leading intelligence products to ensure internal controls, this ‘out-of-the-box’ service drives efficiency and up to 30 percent in cost savings.

The service combines the strength of Xerox’s global finance and accounting capability with Atos technology and digital skills in systems integration to provide a pay-as-you-go cloud-based service. The ready-to-go solution offers low upfront costs and no requirement for additional infrastructure, meaning that clients can be using the service in a matter of weeks. The fully configured technology platform leverages the advanced functionality of Oracle Enterprise Resource Planning Cloud to drive productivity, lower costs, and improve controls in the finance function.

Read the full article here