The Automatic Bookkeeper: A Genuinely Different Approach to Accounting

I think I’m still in denial about being an accountant—and it’s been my life’s work. I’ve spent my entire career in accounting and the tools that set the industry standard continue to evolve. Nothing ever stays the same, and it’s important to keep up with each new development. Here, on the small island of Guernsey, we have quite a big …

XERO GOLD status achieved – PRESS RELEASE

It’s exciting times for de garis accounting Limited, achieving gold partner status with Xero – the first in Guernsey. Diane de Garis, former FD at Northern Trust, set up the practice in 2014, after a career break to spend time with family.  Di wanted to run her own business and to empower other businesses to become more successful.  The practice …

Bill Green Award for Entrepreneurial Spirit

We are delighted to have been shortlisted for the 2017 Bill Green Award for Entrepreneurial Spirit. The Bill Green Award for Entrepreneurial Spirit is given by the Young Business Group to local businesses which have demonstrated a desire to succeed and the ambition, vision and drive to turn ideas into a successful business. We don’t just see ourselves as entrepreneurs, …

Bank Feeds

Bank feeds let you automatically import account transactions into Xero from your bank or other financial institution. Once bank feeds are up and running, you’ll no longer need to download and import bank statements to get transactions into Xero. You can either use Yodlee feeds or Direct Feeds. Yodlee feeds are a type of bank feed sent to Xero by …

Which timesheet system?

In this blog we are exploring which is the best timesheet system, particularly as a link to Xero.  There are many many options (see Xero apps), but in this blog I plan to focus on just 3 of my preferred apps. WorkFlowMax (also called Xero Practice Manager) www.workflowmax.com – watch the 2 min video demonstrating the system and see the …

Starting a business – checklist

If you’re starting a new business there’s lots to think about. Sometimes it can be hard to keep track of what you need to do and when. This starting a business checklist includes the most important tasks to get you started. All businesses start with an idea. But you’ll need more than an idea to make your business dream a …

The 10 Question Bookkeeping Review: Is it time for a change?

It’s always good to have regular reviews of all aspects of the different components of your business – online marketing, logistics, business development, sales approaches, staffing and of course, bookkeeping. In business we should never get caught up in the “if it ain’t broke, don’t fix it” mindset, rather we should strive to move the business forward. Many of my …