We love that the advent of cloud accounting means our clients are getting actively involved in the software.
We’re also hearing anxieties around this. ‘What happens if I make a mistake?’, ‘How do I know how much I’ve spent?’ ‘How do I do this?’
That’s understandable. For years accounting software has been a mystery – and finance full of jargon and incomprehensible accounting conventions.
The world of finance is changing – and fast. We’re supporting our clients – whether that be on a one to one basis, through video walk-throughs or at one of our regular events.
Join the Accountability network and we’ll make sure you and your staff get access to the training and support they need to understand the numbers.
Types of training
Bespoke 1:1
Group event
Walkthrough guide
Types of events
Networking
Training
Software updates
Upcoming Events
Free Business Coaching Taster
We know from working with so many entrepreneurial businesses - that it can be a lonely experience. And the issues you might face as a business owner may not just be related to your numbers! And whilst we’re always on hand to support you where we can, business coaching might be really helpful if you haven’t tried it before.
We partner with a number of business coaches and know that an impartial sounding board, who makes you and your goals the priority, can be an invaluable source of support.
We are offering a free session with Steve Cook of The Alternative Board. This is a really interesting concept in business coaching, where not only do you meet one on one with a business coach, you also meet monthly with a board of peer members. Business owners from different fields - but who all experience similar struggles.
Steve will be running a taster board at 2:30pm on Thursday 16th October for anyone who may be interested in finding out more. Please get in touch with us if you would like to reserve your space - they are limited and offered on a first come, first served basis! The session will run to 5pm and be hosted in our meeting space in Duddingston Village.
Get in touch at hello@accountabilityedinburgh.co.uk to sign up.
Charity Finance Network Event
Come and join us for our inaugural charity finance network event!
This will be a roundtable event on Thursday 25th September at 6pm, which will allow you to connect with others involved in (financial) management of small charities in the region.
The Accountability team will present some top tips and guidance about how to use Xero to manage your charity finances.
We will have open networking so you can connect on a one to one basis with others - and during this time, the Accountability team will also be available to answer any specific queries you may have.
We will talk through some of the speakers we are lining up - and ask for your thoughts about what would be useful to you in the future.
Please do feel free to suggest others who may find this event beneficial.
Please book in using the link attached here.
Past Events
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Simplify your Payroll and Bill Payments with Modulr
We work with Modulr - a great tool which can be used to free up our clients from making individual payments at the bank - either on a desktop or by phone.
Instead, the values to be paid and also beneficiary bank details can be picked up as one batch payment. All you need to do is send an amount to Modulr to cover the payment - and from there, either you approve the payment, or we will on instruction from you.
We have found that Modulr really saves our clients time. It also means that the risk of errors arising from mis-keyed values whilst making single bank payments is avoided. Modulr has allowed us the opportunity to offer a real end to end service for processing supplier payments or completing payroll for you.
Register here for our webinar with the Modulr team - we will demonstrate how this may work for you.
Securing Funding for your business
Through our partnership with Swoop, we can give SMEs access to funding across grants, borrowing and equity.
If your business needs funding and you don’t know where to start - or have hit a brick wall - we will point you in the right direction.
Join us on a webinar with Swoop on Tuesday 23rd July at 11:30am.
Manage Your Cashflow with Float
Many of our clients have been feeling the squeeze. You may be hoping to support staff with cost of living increases, looking to take on new members of the team or maybe you are trying to decide if you need new premises. Looking at your bank balance isn’t going to give you the answers you need. To plan effectively for the short term, we highly recommend looking at Float to help with cashflow forecasting. It’s an intuitive tool and integrates beautifully with Xero.
Join Rosie and the Float team for an overview of how to manage cashflow using Float. We’ll discuss best practice, some simple tips and give an overview of Float Projects which is ideal for design agencies, construction companies or any client working on a job-by-job basis to help manage cashflow more easily.
This session will be of benefit to those not yet using Float but concerned about cashflow, as well as those who use Float but could do with some tips and an update on how the software is developing. Join us on Zoom at 2pm on Tuesday, 29th November.
Financial Advice with Ross Dixon
Ross Dixon is a financial adviser partnered with St James Place Wealth Management. He fundamentally believes that everyone should have access to financial advice and offers a tailored service including:
Face-to-face review meetings
Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time
Regular financial communications tailored to you and your interests
Correspondence and literature that is clear and easy to understand
Clarity and guidance in all aspects of your financial wellbeing
Ross provides services to businesses not only looking at how he can support business owners but also at how business owners can support their staff with additional benefits.
Ross has been working with us at Accountability and has offered some excellent suggestions around private medical insurance, pension provision and income protection. We are therefore delighted to partner with him to deliver this session as we have no doubt that many of our clients would find his support invaluable.
Please join us on Wednesday 23rd November at 11am.
Holiday Pay for Casual and Atypical Workers
introducing Ergo Law - founded in 2016 by Cathy Donald and Emma Reid, Ergo Law is a specialist employment law firm based in Edinburgh. Now with a team of 6, Ergo Law is a firm with compassion and spirit, providing high quality legal advice for employees and SMEs alike. We have a highly practical knowledge of, and insight into, the world of work and enjoy supporting our clients with advice which is compassionate, practical and knowledgeable. We are skilled at untangling tricky situations to make everything clearer and we think you will find us straightforward to work with.
One of the most complicated yet day to day areas of employment law has got to be holiday pay and this is particularly the case when an employee has irregular working hours. In conjunction with Ergo Law, we will be holding a workshop on holiday pay for casual and atypical workers.
In our workshop we’ll be covering:
The importance of employment contracts for all workers
An overview of holiday pay and recent changes
Difficulties that may arise for workers with irregular hours
Practical advice and FAQs in relation to holiday pay for atypical workers
It will be held on Tuesday 17th May at 11am via Zoom.
We will be encouraging discussion throughout this session but as the approach to holiday pay can vary depending on the worker’s particular arrangements, we invite you to email hello@accountabilityedinburgh.co.uk with your questions in advance so that we can provide as much useful information as possible. We hope to see you there!
