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All posts by Catriona Bane
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Win a Digital Firm Assistance Package!
We’ve always done our best to have the backs of our customers and partners. And now is no different. We want to help as many people as we can, with what we have. That’s why we’ve teamed up with Future Firm, Xero, Karbon, Mindbride.ai, Practice Ignition, Plooto, and Ron Baker (The Soul Enterprise). The Digital […]
How to Give Clients More Control Over Their Business
For so long, cash flow management and forecasting has been something that is considered the remit of accountants and bookkeepers. But with the advent of Cloud-based tools, it’s become easier than ever to get to grips with forecasting your cash – even without an accounting degree. Confidence in finances Historically, the only way to build […]
How to Streamline Your Advisory Services with Simple Cash Flow
Recently, technology has come along leaps and bounds – especially in the accounting industry. And with the current economic situation due to the Coronavirus pandemic, advisory services and cash flow forecasting have never been more important. With simplified solutions to previously time-intensive and complicated tasks, technology is paving the way for a new kind of […]
Christmas, Actually
This festive period, we decided to do something a little different. We wanted something fitting, and fun, to share with our partners, customers, and friends. Maybe we won’t win any Oscars, maybe we got a few funny looks, but we made this little video for you, with love, actually. From all of us here […]
Xerocon Panel: How Receipt Bank and Float Work Together
This year at Xerocon London, our very own CMO, Nick Cole sat down with Graeme Tennick of GT Accountancy and Nick Dent of Receipt Bank to host a panel (live!) on the Float stand all about using technology to add value to your firm and your clients! Graeme has been a long-term partner of Float […]
Say Hello to Improved Budgeting!
Ever had a payment delayed? Or a project that starts a month later than originally planned? In Float, this often means updating your budgets to reflect this new reality. For a lot of people using Float, this was making the task of keeping their forecast up to date a time-consuming process. Updates made easy We’ve […]
Float are a Founding App Partner of App Advisory Plus
Float recently joined forces with App Advisory Plus and became a Founding App Partner of the platform! We could not be more thrilled to be part of such an exciting platform that aims to help accountants and bookkeepers to support their clients to run better, more efficient, and profitable businesses! Why App Advisory Plus? […]
Webinar: Speaking your Clients’ Language!
The market is inundated with new apps being launched every single day. Apps to make your life as an accountant or bookkeeper easier. Apps to streamline your workflow, or your clients’. Apps that will walk your dog and… well, maybe not just yet. But with over 700 apps on the Xero Marketplace alone, it can […]
The New Way to Log into Float with Xero’s Single Sign-On
We’re thrilled to be able to offer our new and existing users the ability to sign into Float using Xero’s single sign-on feature! Announced at Xerocon Brisbane 2019 by GM of the Xero Ecosystem, Nick Houldsworth, this new streamlined way to connect your Xero account to Float will save you time whilst keeping still keeping […]
Business Snapshot: Xero’s New Cash Flow Pilot
Back in 2019, on the first day of Xerocon Brisbane, Chief Product & Partner Officer and all-round Xero rockstar, Anna Curzon, announced the arrival of Xero’s new cash flow pilot. Now, Business Snapshot has officially launched and offers Xero users “a dashboard-style report displaying performance measures to help you understand your organisation’s financial position”. This […]
How to Add A New Revenue Stream to Your Accounting Firm with Float
One of the most common reasons that business owners switch accounting firms is to seek more proactive financial advice. Float is an app that enables you to provide that proactive advice. But how exactly does it help you add a new revenue stream to your accounting firm? Business owners want to do more business Xero found […]
How to Become a ‘Trusted Advisor’
The world of accounting is changing. Advisory services are becoming more valuable than ever and business owners are looking for an accountant to be a trusted advisor, as opposed to simply providing compliance work. In fact, recent Xero research confirmed that firms offering more than traditional compliance work are making significantly more profit […]
How to Do Scenario Planning with Float
Scenario planning is a huge part of business planning. Understanding the cash impact of different decisions is vital to making sure that your plans work out and that you achieve your goals. On the flip side, building scenarios for what could happen if you lose a client or get paid late will help you make […]
Float’s New Splitting Payment Feature!
Here at Float, we’re constantly working to improve our product and to help you to get the most out of the platform. We know that businesses don’t often pay or receive an invoice or bill in one, full payment. And that’s why we’ve introduced a new functionality to Float. Introducing: Splitting Invoices/Bills! Our newest […]
Float Wins a UK Cloud Award!
We are so unbelievably thrilled to announce that Float has won the Best Fintech Product or Service Award at the UK Cloud Awards! We couldn’t be more proud of our team, our product, and of everything that we’ve achieved over the past year. So here’s to the Float team, but especially to our wonderful […]
Float’s New Partner Dashboard!
At Float, we know how important it is for your clients to be in a good cash position. So we spoke to some of our partners and found out more about how you work with your clients, what information is most important to you, and what you’d like to see in Float to help […]
What Value-Based Pricing Can Do For Your Firm
The rise of cloud-based financial software is making the management of business finance increasingly more efficient. Because of this, the majority of accounting firms are expanding their horizons and moving to a value-based pxricing structure. This move to value-based pricing is designed to reflect the worth of the services now being offered to clients […]
The Power Of Combining Apps To Maximise Success For Your Business
In the UK, 50,000 small businesses fail each year due to cash flow management issues with 52% of invoices being paid late, according to Xero’s ‘Getting Paid in full and on time’ report. Delayed payments and poor forecasting are crippling small businesses around the world. However, SMBs that use Cloud technologies grew 26% faster and […]
How Making Tax Digital is Pushing Accounting Firms into the Digital Age
Making Tax Digital (MTD) is just around the corner, and many accounting firms are at the tail-end of completing the move to online tax management.xe Whilst MTD for VAT may be compulsory for UK firms, businesses, and individuals with earnings over £85,000, it’s also pushing firms to dive into a world of digital that can […]
The Best Xero Add Ons For Your Business
We have searched high and low for the best Xero add ons on the Xero marketplace, so that you don’t have to. These add ons are available for any type of business, with solutions from time-tracking software to cash flow forecasting. With more than 700 (and counting!) Xero add ons available for businesses and their […]
3 Ways To Help Your Clients Deal With A Cash Shortage
Shockingly, 82% of businesses that fail, do so because of bad business cash flow. Walking the tightrope between cash in and cash out can be tricky for business owners to balance. But what are the realistic impacts of a cash shortage on a business, and how can you help your clients to manage and avoid […]
4 Ways To Help Your Clients With A Cash Surplus
The internet is full of advice for small business owners on what to do when facing a cash shortage. But there’s very little content on how to manage a cash surplus. So as an accountant and advisor, how can you help your clients that don’t make the most of the cash available to them? What […]
7 Advantages of a Cash Flow Forecast
Small business owners have to make difficult financial decisions almost every day. The level of responsibility and risk can be a huge burden, but with the advent of cloud accounting and the availability of more sophisticated reporting, that is all beginning to change. In particular, online cash flow solutions have been a major contributor […]
How To Get Paid On Time Webinar and Ebook
Getting paid on time is an issue for every business – regardless of the shape, size, or industry. Whether it’s customers that pay you late, or an overdue tax rebate, trying to get paid on time is a problem for one in five businesses. With too many consistent late-payers, your expenditure won’t be covered, which […]
Top Five Apps for QuickBooks Online
We’ve hunted high and low for the top apps on the QuickBooks App Marketplace to bring you solutions for everything from time-tracking to cash flow forecasting. Check out our list of apps below to find out what they can do for you and your business. TSheets – Time-tracking TSheets is the time-tracking app that will […]
Xero’s Cash Flow Playbook
Having a healthy flow of cash is vital to the success of any business, regardless of the industry or size. But not every business has a handle on their cash flow, or even knows how important it is. In fact, in July 2018, just 50% of small businesses in the UK, Australia, and New Zealand, […]