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Obbard Property Management Case Study

Helping Obbard with implementing improved financial reporting

Obbard run a London-based property management business. Their directors Patti and Hugh came to us looking for a streamlined financial process that could improve their monthly reporting, as well as ways to give them a more accurate view of their cash flow management.

We began by doing a full systems review and put in place a completely new, fully integrated process:

  • We installed Xero as their source finance system.
  • Integrated Receipt Bank to improve receipt and expenses management and reduce the paperwork.
  • Used Workflow Max to enable the business to quote and manage the end to end job/workflow.
  • We set up Float cashflow management to help them forecast and manage their cashflow.
  • Finally, we linked up Syft to produce lovely looking monthly management accounts.

As well as providing our usual compliance-based services, we have also worked with them on a number of ad hoc projects. Obbard know that whatever they throw our way, we’ll always be able to deliver.

How we helped

  • Xero Accounting software Yes
  • Receipt Bank software Yes
  • Workflow Max software Yes
  • Float Cashflow Software Yes
  • Monthly Management Reporting Monthly
  • Monthly Cashflow Reporting Monthly
  • Payroll Monthly
  • Bookkeeping and VAT done in-house Monthly

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Don't just take our word for it

Since we've been working with PennyBooks they have improved and automated our accounting resulting in significant time and cost savings. For an ecommerce business like OPUMO it's imperative that we remove manual processes and fully streamline and integrate our systems, our bank's systems and accounting and reporting software and this is something that the team at PennyBooks did quickly and efficiently. Deadlines are met on time and the team are great to deal with. We simply can't recommend them highly enough.
Harry Beattie- Director
Opumo
To say that Pennybooks offer an invaluable service is an understatement. Their knowledge, professionalism and willingness to explain everything every step of the way gives me utter confidence that they’re the best at what they do.
Kat - Director
Scorpio James
Like many small businesses, myself and my business partner are spinning a lot of plates and so we needed some guidance on implementing new systems to help us with our cash flow. Brendan really helped us see the wood from the trees. He looked into the various accounting products on the market to suit our business, has set them up and is now very patiently training us on how to use them. We now feel so much more confident and comfortable with the financials of our company and get can on and grow the business knowing that Brendan has our back
Patti Patrick - Director
Obbard
Pennybooks has given us the personalised financial support necessary to be able to grow our business with confidence
Rosanna Wollenberg – Director
Otiumberg
A welcome change from my old accountants. Reliable and friendly, and always available when you need help. Using the last tech to keep costs down I feel the accounts side of things is now no longer a chore and can be done quickly and efficiently. Highly Recommend
George Chesterton - Director
Finn Studio

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