Case Study

A Growing North Yorkshire Hospitality Business

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Services we Provided:

The Challenge

When this busy café and hospitality business came to us, they were growing fast — but flying blind. With 16 members of staff, increasing turnover and a partnership structure to manage, they were still relying on spreadsheets and had no real financial reporting in place. They didn’t know how their business was actually performing, and they weren’t happy with the support they were getting from their previous accountant.

They needed someone to take control, bring clarity, and build a finance function that could keep up with their growth.

Our Approach

We started by migrating the business from spreadsheets onto Xero, giving them real-time visibility of their finances for the first time. From there we took on day-to-day bookkeeping, payroll for all 16 staff, VAT returns and partnership accounts — a complete finance function, handled by us.

The Results.

01

Real-time financial visibility through Xero from day one

02

Full payroll management for a team of 16, processed accurately and on time

03

VAT returns and partnership accounts handled with no missed deadlines

04

Clear reporting so the owners finally knew exactly how their business was performing

Testimonial

Hospitality

A Growing North Yorkshire Hospitality Business

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