Home Accounting Adams O’Rourke scoops Sole Practitioner of the Yr on the 2023 Xero Awards UK & Eire

Adams O’Rourke scoops Sole Practitioner of the Yr on the 2023 Xero Awards UK & Eire

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Adams O’Rourke scoops Sole Practitioner of the Yr on the 2023 Xero Awards UK & Eire

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With one other epic Xero Awards night behind us, it’s time for us to mirror on the success of our accounting and bookkeeping neighborhood. Judged by Xero management and a panel of visitor judges from throughout the accounting trade, the 2023 Xero Awards programme for the UK & Eire celebrated the rockstar accountants, bookkeepers and app companions throughout the area. 

We have been thrilled to award the Sole Practitioner of the Yr award to Joan Adams of Adams O’Rourke Accountants. A distant digital apply based mostly in Liverpool, Joan serves shoppers throughout the UK and has been operating her apply since 2011. Constructed on referrals, Joan’s apply goals to unlock SME enterprise house owners’ potential to construct sustainable, worthwhile companies. 

Judges mentioned that Joan demonstrated an distinctive degree of consumer care and supplied actual worth to shoppers. 

“That is obvious within the preliminary phases of consumer onboarding, proper by to common check-ins aided by knowledgeable assembly agendas and suggestions to make sure she’s regularly delivering worth to the consumer,” they mentioned. 

Diving into digital

With all shoppers on Xero, Adams O’Rourke makes use of a collection of extra instruments from the Xero ecosystem to handle onboarding, information seize and Xero health-check experiences all through to reporting and tax.

“[Joan] is a improbable instance of a sole practitioner utilizing Xero and our ecosystem of apps to enhance her enterprise and that of her shoppers,” judges added. 

Innovation is essential

Having all of Adams O’Rourke’s shoppers on Xero, Xero HQ is an integral a part of how Joan constructions the apply the place she has a real-time view of consumer standing and workers allocations. Within the subsequent 12 months, Joan plans to have all consumer work papers migrated to Xero to make sure finish of yr processes are easy and streamlined. 

A powerful advocate for the reporting performance in Xero, Joan makes use of key experiences to help consumer money move screens and revenue and price improvement. Specifically, the Quick Time period Money Move Forecast and the Enterprise Snapshot experiences present further reassurance for shoppers to watch their very own financials frequently. For bigger shoppers, the Government Abstract report types the premise of Joan’s money move and revenue enchancment discussions, in addition to the power to create bespoke administration experiences, which she says makes it straightforward and succinct for shoppers to know and handle.  

“I can testify 1000’s of kilos of money has been positioned again into consumer financial institution accounts as a result of they have been in a position to carefully monitor debtor days and work on inventory holding values,” Joan mentioned in her entry. 

Congratulations, Adams O’Rourke!

To seek out out extra about Adams O’Rourke, go to www.adamsorourke.co.uk.

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