For Accountants
Good bookkeeping makes year end easier for everyone
Invi works with small businesses in Xero, keeping their records current throughout the year and making sure things are dealt with properly as they arise.
I’d love to get to know a few great Accountants, understand what they’re particularly good at, and build relationships that make referrals feel easy and well matched.
Good working relationships
Building a trusted network rather than a long referral list
There are plenty of things clients ask me about that sit firmly outside the scope of bookkeeping.
When that happens, I’d much rather be able to say, “I know someone great!” than send them off to Google and hope for the best.
So, I’m keen to get to know a small number of reliable local accountants with different strengths and specialisms that I can truly enjoy working with – people I can confidently refer clients to when they need services outside my scope, and who feel equally comfortable sending bookkeeping work my way.
Most importantly, I’m looking for people who want the whole process to run well for the client, not just at the deadline, but throughout the year.
Lighten the load
Need some bookkeeping support?
Maybe bookkeeping has gradually become part of your workload, even though it isn’t really where you want your time going.
Perhaps you’re growing and would rather keep your team focused on accounts, tax and advisory work. Or maybe a client has simply asked whether you know a bookkeeper you can recommend.
I’d love to help! I can work directly with the client, keep their Xero records up to date throughout the year, and make sure you still have the access and information you need when it’s time for the accounts.
Say hello
Fancy a coffee?
Whether you’ve got bookkeeping work you’d like to hand over, want someone reliable to refer clients to, or simply fancy introducing yourself, I’d be very happy to hear from you.
I’m particularly keen to get to know accountants and accountancy practices across Devon who value good communication, sensible deadlines and a collaborative way of working – in other words good people doing their bit properly, and making life a little easier for the clients we share.
