You're on the United Kingdom site →
All blog posts within the 'Customer Stories' category
Sort content by
How A Bespoke Furniture Maker Carved Out 13 More Hours Per Week With Float
Ewan Ogilvie is no stranger to hard work. From his workshop in Fenton Barns – a tiny hamlet in East Lothian, Scotland – Ewan crafts bespoke furniture for businesses and private clients looking for something unique, original and beautifully made. “I was approaching 40 and I had always wanted to set up my own business,” […]
How MATAX Accountants Use Scenario Planning To Help Their Clients Find Hope
There are some calls you are never prepared for. This was the case one afternoon when MATAX Founding Partner, Dawn Hatch, received a call to let her know one of her clients had sadly and unexpectedly passed away. The client had been Dawn’s main contact at the company and he was the business owner – […]
Taking The Fear Out Of Finance – with Claire Grimes of Paper Plane
Claire Grimes wanted to take the fear out of finance and create a service that made good quality financial information accessible and understandable, meaning that business owners could get clarity on their numbers and use cash flow forecasting to anchor their decision-making. In 2015, armed with a MacBook and the burning desire to help small […]
How Construction Businesses Can Build Strong Foundations With Cash Flow Forecasting
Recently, we were delighted to be joined by accountant Laura Taylor from Empowered by Cloud and her client Richard Stone of Stone Contracts for our webinar on How To Prepare Your Trade Or Construction Firm For The Coming Months. Laura and Richard were incredibly insightful and generous in sharing their collective wisdom on how construction […]
G-Hold’s Alison Grieve Gets To Grips With Her Finances
“When I grow up, I want to be an inventor,” said 7-year-old Alison Grieve into her cassette recorder. Years later, the very same Alison Grieve is once again being recorded – this time on popular TV show, Dragon’s Den. And while Alison’s hand-hold inventions, created to reduce repetitive strain injury (RSI), didn’t quite catch the […]
Meet The Accountant Who’s Helping The Beauty Industry Manage Cash Flow In A Crisis
If you’d walked into Ria-Jaine Lincoln’s home several years ago, you would have found yourself surrounded by tin cans. Tin cans on every windowsill. Inside the cans were pound coins – these were the kind of tin cans with a hole in the top which you could put money into, but could only take back […]
Creating A Community With Your Clients – With Accountant Alasdair McGill
Alasdair McGill is more than just an accountant. He’s a man with a family, a successful and forward-thinking business, a dedicated workforce and an unshakable determination to do the right thing. He’s passionate about people and community, and like many of us, is searching for that elusive work-life balance. Or in his words, “workplaces that […]
Growing A Digital Agency With MadeBrave’s Andrew Dobbie
Ever wondered how to start a digital agency? Travelling the world and working with top-class creatives are just two of the reasons Andrew Dobbie loves agency life. From his early days as a freelance designer to founding Glasgow-based creative brand agency MadeBrave, Andrew has shared some brilliant insights with us on how to grow a […]
How Helen Crapper Uses Float For Cash Flow Forecasting Flexibility
Learn how accountant Helen Crapper uses Float to plan ahead for business recovery after COVID-19 and practises cash flow forecasting flexibility in this case study.
How Offploy Uses Float to Make Life-Changing Decisions
“Float is just fluid and flexible, which is amazing. I can see everything I need to immediately, and it gives me so much confidence in where we are.”
How illumin8 Uses Float to Rock Their Clients’ World
“I would comfortably have my name against something that said: ‘but for having Float in our toolbelt to assist with our cashflow decision-making processes, my client would be broke right now’.”
How Emma Fox Uses Float to Enhance Her Advisory Services
Check out how Emma Fox of award-winning bookkeeping firm, Fresh Financials, uses Float to enhance her advisory offering to her clients.
Giving Clients Confidence in Their Cash with Generate Accounting
Angus Ogilvie is the Managing Director of Xero’s Small Accounting Partner of the Year 2019, Generate Accounting, based in Auckland, New Zealand. Using Float, Angus has been able to host more actionable and valuable advisory conversations with his clients. So here’s the story of how this Xero Award Winner uses Float to enhance his advisory […]
How Lauren Harvey Uses Float to Sell Her Clients on Cash Flow
“It’s been so interesting to see the variety of reasons that Float is used. We’re using it for so many different reasons and for so many different clients.”
How Emma Pearce Uses Float with Her Advisor
Emma Pearce is the Managing Director and Founder of Pearce Marketing Consultants, an agency based in East Sussex. Pearce Marketing works with small-medium businesses providing marketing planning, outsourced marketing support and training. Trusting her advisor Emma works with Emma Fox of Fresh Financials to keep her bookkeeping in order. And it’s this trusted relationship that […]
How Float Helped Kettle Collective Tackle the Issue of Late Payments
Colin Bone is the Managing Director of Kettle Collective, an architectural firm with its main office in Edinburgh, Scotland. Managing the finances of multiple offices, in various locations across the world, meant that Colin needed a tool to help him make confident decisions in no time. Managing the finances across multiple offices Whilst Kettle […]
How Medstars Planned to Use Their Investment with Float
Find out how Dr. Barry Lambert used Float to do so much more than just check the vitals of his successful health consultancy business, Medstars.
How Rich Bishop Keeps on Top of Clients’ Cash Flow with Float
“Float helped me to teach my clients not to rely on profit. It’s helped me to promote the message that foresight is so essential to every business.”
Why Steph Hinds Uses Float with Her Growth-Focused Clients
Steph Hinds is an accountant, Xero advocate, and Head Ninja at Growthwise, based in Australia. We spoke to Steph to find how she uses Float to help her growth-focused clients to understand their cash flow. “Float allows us to offer a completely different service set which brings us more revenue, but more importantly our […]
Confidently Growing the Team with QuickBooks Online and Float
Hugh Francis is the founder and CEO of Sanctuary Computer Inc., a business that offers bespoke apps and websites for its customers. Based in New York City and founded in 2015, Sanctuary Computer is a growing business in terms of both customer base and the number of projects that they’re taking on. We spoke to […]
How Float Helped BleepBleeps Become More Nimble
Tom Evans is the founder and CEO of BleepBleeps, a tech-brand that designs products to make parenting easier. Founded in 2014, BleepBleeps has won awards for their innovative range of products for parents and children alike. We spoke to Tom to find out just why he believes Float has made them more nimble as a […]
How Melot Accounting Empowers Clients with Float and FreeAgent
Myriam Melot is the Managing Director of Melot Accounting Ltd, a firm that she started back in 2013. Melot Accounting provides friendly and efficient remote accounting solutions to limited companies, partnerships, and self-employed individuals. Empowering clients Myriam, a Finance Manager before starting the practice, knows how important it is to be connected to your own […]
“Float Really Enhances FreeAgent as a Package!”
Check out Gordon McLachlan’s story, and find out how using Float helped him to make better, more confident, decisions for his award-winning agency!
“Xero is great but Float is the icing on the cake!”
Lawrence Friell is the co-founder of ProAgencies, a UK based sales agency focusing on outdoor and travel brands. ProAgencies was started 5 years ago by Lawrence and his co-founder Matt Moore. Initially a team of just two, the headcount has since doubled. With clients across Europe and an expanding business to manage, Lawrence needed a […]
How this business saves 3 months a year with Xero add ons
Sam Ellis is the Head of Finance and Operations at InterWorks, a business intelligence consultancy formed in 2013. Now a 40 strong team based in the South East of England, InterWorks provides businesses with holistic data solutions. As a consultancy business, InterWorks’ revenue is based on the number of people they can assign to a […]
Seasonal Ranching Firm Lassos Its Cash Flow, Thanks To Float
Byron Palmer is the CEO of environmentally-conscious ranch management firm, Grounded Land & Livestock. It’s a seasonal business that until recently relied on outsourcing to deliver some of its key services. Byron reckons that Float saves him 6 hours every month, and, more importantly, it has helped him make strategic decisions worth more than $40,000 […]
How Float Brings Ensoul Control In An Unpredictable Industry
Mike Lander is a director of Ensoul, a luxury architectural design services firm operating in London and the home counties that marries intelligent architecture with beautiful design to create bespoke living spaces.
Wilson Partners Uses Float to Help Cash-Rich Clients Reinvest
Allan Wilson is a Director of Maidenhead-based accountancy firm, Wilson Partners. Allan’s ethos as an accountant is to “work with ambitious businesses, using historical and current data to help them look forwards, rather than backwards.” Like many accountants and advisers in the cloud accounting space, Allan and his team are actively pushing business owners to […]
Bookkeeper Uses Float to Help Clients Pay Themselves
Iyanna Vaughn is a virtual bookkeeper based in Atlanta, Georgia and owner of iyanna.co. But she’s not just any bookkeeper — Iyanna specialises in providing monthly bookkeeping services, coaching and business advice to entrepreneurial women. Like all business owners, Iyanna’s clients want to have successful and profitable businesses. But the single most important goal most […]
Wise Owls Nursery saves £3600 a year with Float
Anna Olley is one of three directors of the Wise Owls Nursery, a private daycare centre that joined Float in late 2016. The nursery opened in 2015 and, initially, all the business’s finances were done in Excel. Word quickly spread in the local area, and more children joined. As the nursery’s turnover dramatically increased, so […]
How Dog and Pony Studios are using Float
Chris Davies, the owner of Toronto-based creative agency Dog and Pony Studios, started using Float in 2013 and now describes it as an invisible member of the team. How did Float become such an integral part of the business? Dog and Pony Studios were successful: offices opened in Rio de Janeiro and Barcelona, new clients […]
How Isle Of Skye Candles Reinvested For Growth With Float
The Isle of Skye Candle Company’s first batch of candles was made in a converted croft on the Isle of Skye in 2006, and since then the company has been lighting up across Scotland and the UK. The small team opened a new workshop and shop on Skye in 2011, and shops opened in Edinburgh, Inverness […]
Leading Marketing Agency Plans for Growth with Float
The Marketing Eye is a successful marketing agency that was ready for its next phase of growth. Demand for its services was increasing and the current role of the Managing Director needed to be split between the day-to-day management of the business and the continued exploitation of strategic growth opportunities. More investment was also needed […]
How GrowFactor Increased Revenue Using Float
I am the Managing Partner of London-based GrowFactor (previously SRK Accounting). At GrowFactor we do things a bit differently. With a lean team and 50% growth year-on-year, my colleagues and I have embraced new technology to streamline our processes and cut down on administrative tasks. But one area that still required administrative time up was […]
How Hale & Company Created a New Service With Float
About Hale & Company Employees: 25 Clients: 1,000 Location: Maidenhead, Berkshire Industry: Outsourced Accounting and Business Advisers I’m Daniel Cole, one of the partners at Hale & Company. We are a long-standing firm of Chartered Accountants and Chartered Tax Advisers based in Maidenhead. Our client base is extremely diverse but our core business is […]
Why KR Installations Use Float
“We’re a family-run business headed by me (Kerryn) and my business partner, Robbi. We’re based in Australia and we manufacture aluminium windows, doors, shower screens and staircases. We Used to Use Excel We used to use an Excel spreadsheet to manage our cash flow. I tried various set-ups to try and minimise my time spent on this, […]