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How I won Xero small firm of the year

On 26th January at 11am I sat down with Kieran Phelan, founder of Cloud 360 Accounting and winners of the Xero Small firm of the year award! Kieran was kind enough to share some of his secrets to his success.

In this session Kieran reveals:

  • The key pieces of technology that have led to his firms growth
  • How much his business has grown in the last 3 years including actual revenue figures
  • Key metrics including average revenue per employee and average revenue per client
  • How Cloud 360 Accounting evolved during the pandemic and what aspects they will continue in a post pandemic world
This is an interactive session and an opportunity to gain insight into one of the UK’s most forward thinking and innovative firms.

Chapters

1. Digital Accountancy Show Registration

0m54s

2. Introduction to Cloud 360 Accounting

1m58s

3. Why we only use Xero

6m15s

4. Using outsourcing as a small firm

8m36s

5. How to efficiently get information from clients

13m32s

6. What lead to winning the Xero small firm of the year award

16m04s

7. Using automation and our technology stack

21m04s

8. Recruiting the right people

25m09s

9. Is it worth getting information regularly from clients?

27m48s

10. The benefits of using goproposal

29m27s

11. Compliance technology

36m02s

12. Our business growth

40m09s

13. KPIs

43m27s

14. Advice on transitioning to new technologies

46m11s

15. Q&A Session

48m10s

Kieran Phelan

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