Dave Forrester from TaxAssist Accountants, Skipton maximises the potential of technology to simplify processes and improve client experience. He tells Xero’s Kat Bond how retaining staff and clients is key to this.

Based in West Yorkshire, Dave Forrester’s practice is one of over 200 TaxAssist franchises in the UK, providing accountancy and bookkeeping services to small businesses and individual clients. Since Dave started the practice in 2009 his high performing firm has added a member of staff every year for the last fourteen years - which is no mean feat considering the economic turbulence we’ve seen over the last decade.

Talking Practice Efficiency is a podcast mini series where our partners share how Xero products drive efficiency in their firms, helping them do more of what they love. Learn more about the formula to become a high performing practice with accountants and bookkeepers who are leading the way, exploring how they have used the Xero platform to get them there. Catch up on some of the key takeaways from the UK Roadshow 2023 and dive into resources to help you implement these at your practice here.

You can find more stories from our Xero partners here.

Transform your practice with Xero by replacing manual processes with automated, integrated workflows that benefit your staff, and clients. Learn how here.

This podcast is brought to you by Xero and produced by Bird Lime Media.

How do you know if your business is high performing? For Dave Gibson and Josh Sanghera of Blu Sky in North Shields, their mantra is “Measure what you treasure”. That simply means don’t get lost in too many stats but focus on what’s important to you. Dave is the company’s co-founder and CEO and Josh is their Client Relationship Director, they tell Xero’s Kat Bond how Xero has helped them transform their practice.

Started in 2008 in North Shields, Blu Sky now has 30 staff across three UK locations and they make it their mission to be a forward-facing firm. With a client base that includes many tech start-ups and ambitious small businesses, Blu Sky uses Xero’s online accounting software to automate routine tasks, streamline workflows and improve collaboration.

Talking Practice Efficiency is a podcast mini series where our partners share how Xero products drive efficiency in their firms, helping them do more of what they love. Learn about the formula to become a high performing practice with accountants and bookkeepers who are leading the way, exploring how they have used the Xero platform to get them there. Catch up on some of the key takeaways from the UK Roadshow 2023 and dive into resources to help you implement these at your practice here.

You can find more stories from our Xero partners here.

Transform your practice with Xero by replacing manual processes with automated, integrated workflows that benefit your staff, and clients. Learn how here.

This podcast is brought to you by Xero and produced by Bird Lime Media.

When Adam Pritchard set up the accountancy practice Linford Grey Associates from a barn in Leicestershire, he told his clients they would only be using Xero to work together - in order to ensure the company was able to work remotely, run as efficiently as possible and provide the best client service. He tells Xero’s Ian Phillips about sticking to his guns with Xero and what it’s meant for his bottom line. For a practice that only started life five years ago, Leicestershire’s Linford Grey has already emerged as an industry leader. The winner of the 2021 Total Xero Award — given to a firm demonstrating outstanding vision and ambition — Linford Grey embraces technology to empower their practice and deliver fantastic results for clients.

Talking Practice Efficiency is a podcast mini series where our partners sharehow Xero products drive efficiency in their firms, helping them do more of what they love. Learn more about the formula to become a high performing practice with accountants and bookkeepers who are leading the way, exploring how they have used the Xero platform to get them there. Catch up on some of the key takeaways from the UK Roadshow 2023 and dive into resources to help you implement these at your practice here.

You can find more stories from our Xero partners here.

Transform your practice with Xero by replacing manual processes with automated, integrated workflows that benefit your staff, and clients. Learn how here.

This podcast is brought to you by Xero and produced by Bird Lime Media.