Case Studies
From Financial Hassles to Focused Growth: How Simply Academy Streamlined Success
Peter and Mark, founders of Simply Academy, had grown their business into a global leader in financial training. However, managing daily bookkeeping was draining valuable time and energy. By partnering with Fresh Financials, they shifted their focus back to what truly mattered—growing their business.
With automated invoicing, a Supplier Payment Schedule, and daily bookkeeping taken care of, Peter and Mark now enjoy peace of mind, knowing their finances are in expert hands while they drive their business forward.
“The processes we now have in place have given us back much needed time and a new level of organisation.”
From Cash Flow Chaos to Confidence:
How Wonder Works Transformed Financial Clarity
Piers, owner of Wonder Works, was stuck in a cycle of checking bank balances daily to manage cash flow, causing stress and limiting his company’s growth potential. With large projects requiring significant upfront investment, he needed a solution to gain control over his finances.
By partnering with Fresh Financials, Piers shifted from reactive bank balancing to proactive cash flow forecasting. With Xero and Receipt Bank integration, Wonder Works now has real-time financial clarity, allowing Piers to confidently take on ambitious projects—like staging the London Olympics and working on Star Wars—without cash flow worries holding him back.
“Great stuff! With Fresh Financials on board, and our books in the cloud, we’re on the fast-track to Heaven now”
From Bookkeeping Chaos to Clarity:
How Crown Gardens Regained Control of Their Finances
When Julia's account manager left unexpectedly, she found herself unable to access vital financial information on SAGE, with a looming VAT deadline adding to the pressure. Managing a successful holiday letting business, Crown Gardens, Julia needed a simpler, more integrated solution for her bookkeeping.
Fresh Financials stepped in and quickly transitioned her business to Xero, streamlining processes by integrating the booking system and setting up automated bank feeds. With everything now connected and accessible from anywhere, Julia met her VAT deadline and regained full control over her finances, leaving her free to focus on growing her business stress-free.
“Emma spoke the same technical language as me and I knew I had found the right people to take my company to the next level when I initially spoke with her on the phone. We have automated our time consuming daily admin tasks with a direct API feed from our own software. Our bookkeeping is now done every day as opposed to every year. As the owner I now have fully transparent up to date financial info that I need to make important business decisions. I had hoped this was going to be possible and it has become a reality in a very short time. I feel a massive burden of uncertainty has been lifted from my shoulders.”
Inspired by our success stories and ready to take your practice to the next level?
Join the Fresh Financials Accountancy Partnership Programme and see how our AI-powered solutions can streamline your operations, reduce errors, and free up valuable time for high-impact advisory work. Book a consultation today, and we'll create a customized plan that aligns with your goals, guiding you every step of the way.