Business Partners
At M&M Accountants and Tax Advisors Limited, we have formed strategic partnerships with reputable and industry-leading companies to bring you a comprehensive range of financial solutions. These partnerships enable us to offer you a wide array of products and services that are tailored to meet your specific needs and provide you with the best possible financial outcomes.
Here are some of the companies we have partnered with:
Sage
The best accounting software solutions go beyond number crunching. Our business accounting software automates tasks and delivers real-time insights, helping you focus on growth.
Capium
Capium is a cloud-based accounting and practice management package, which meets the daily demands of accounting practices. There is now no need for separate systems, as Capium allows you to run your whole business under one system. With the 6 key modules, Capium allows accountants and business owners to conduct all processes in a secure, speedy and user-friendly manner.
How does it work?
Capium is an online accounting software whereby your data is stored in the cloud so you can access this from anywhere, at any time, giving you hands on day to day financial management of your business. It will enable you to create your invoices swiftly and easily, and monitor your expenses with little data entry, making managing your business finances easier, giving you the confidence to ensure your records are accurate and up to date.
How do I start?
- Once your account has been registered, you will receive your log in details so you can log in to the dashboard online and use the mobile phone app, which you will need to download from the app store
- Set your period-end parameters within the software, such as accounting year-end and VAT quarter periods
- Set up an additional user access so you can share data directly with us as your accountant
- Set up your invoice template and upload your branding
- Link to your bank to initiate automatic bank feeds
- Set up your Chart of Accounts
The good news is that we can set this up and get you up and running in no time, so what are you waiting for? Get in touch to find out more.
Xero
As a business, we can offer you various cloud accounting packages to help you monitor your income and expenses and stay on top of your finances. Xero is an accounting online solution that will help you run your business smoothly giving you real-time financial data.
Businesses are moving away from existing desktop or manual record keeping to online cloud accounting software alternatives. Keeping digital records is now common practice and accepted by HMRC, particularly with the new Making Tax Digital law now in force. As an HMRC recognised software provider, Xero makes it easy for you to submit VAT Returns through the year for MTD purposes.
How does it work?
Xero is an online accounting software whereby your data is stored in the cloud so you can access this from anywhere, at any time, giving you hands on day to day financial management of your business. It will enable you to create your invoices swiftly and easily, and monitor your expenses with little data entry, making managing your business finances easier, giving you the confidence to ensure your records are accurate and up to date.
How do I start?
- Once your account has been registered, you will receive your log in details so you can log in to the dashboard online and use the mobile phone app, which you will need to download from the app store
- Set your period-end parameters within the software, such as accounting year-end and VAT quarter periods
- Set up an additional user access so you can share data directly with us as your accountant
- Set up your invoice template and upload your branding
- Link to your bank to initiate automatic bank feeds
- Set up your Chart of Accounts
The good news is that we can set this up and get you up and running in no time, so what are you waiting for? Get in touch to find out more.
Going Digital – What will Xero do?
- Create invoices, estimates, and purchase orders all from a simple dashboard
- Feed your bank entries into the software to minimise data entry
- Automate certain bookkeeping functionality by setting rules and invoice formats
- Send invoices directly from the software, so no more copy and pasting
- Give you a real-time picture of your finances and allow you to run multi-financial reports
- Enable customer payments to be made directly online by linking to a payment gateway
- Give secure cloud storage
- Export reports to CSV or PDF
What can we offer?
The set up and integration of a fully comprehensive bookkeeping solution for your business.
Training and guidance from a Xero Certified Advisor to give you the skills to fully utilise the software to its best.
Dext
We can offer you a software called Dext (formerly Receipt Bank) to convert all your invoices and receipts into data. This simplified online solution will help you capture your receipts and ensure you claim everything you can. You just use the mobile app on-the-go to import photos of your receipts, so you do not miss any expenses.
How does it work?
Dext is an award-winning add-on app to capture data from invoices and receipts and upload to your chosen cloud accounting software (QuickBooks, Xero, etc).
With Dext’s easy submission methods, you will never lose another receipt or invoice. There is a whole range of ways to submit receipts to us and you can choose whichever methods that suit your businesses workflow:
- Dext App (iPhone & Android)
- Dropbox
- By post
… and many more.
How do I start?
- Once the software has been registered, you will receive your log in details so you can log in to the dashboard online and use the mobile phone app, which you will need to download from the app store
- Connect the app to your Cloud accounting software (QuickBooks, Xero…)
- You then just start submitting your receipts
The good news is that we can set this up and get you up and running in no time, so what are you waiting for? Get in touch to find out about how we can save you time.
