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Hatt Health & Movement Clinic

A journey to the Cloud was a great exercise for this rapidly growing business.

If you really want to lead the way, get real with real time data!

The challenge

Hatt Health & Movement Clinic is very similar to Charlton Baker, in that it has always aimed to lead the way within its field of expertise. Having achieved rapid growth over recent years, the directors needed a best of breed accounting system that could be shared by both teams, but which also allowed them to achieve greater insight and vision in respect of the company’s financial data. Most importantly, quick decisions require quick and reliable information.

What we did

Team CB introduced the directors to Cloud Accounting, more specifically Xero. Our team was already providing bookkeeping and business advisory services, but using traditional accounting software meant more time was being spent on processing paper than offering advice. All historical financial data was migrated to Xero, which allowed a continuation of comparative information, and both teams were able to move forward with confidence. The directors were introduced to the Xero Dashboard, which allows them to keep a much closer eye on the Company’s important financial information, but the way in which Xero works also allows them to get immediate access to the source data. Bespoke management reports were designed using a fantastic Xero application, and these form part of our regular meetings, where the numbers are turned into insight to help Hatt Health & Movement Clinic become even more successful.

The results

Migrating the existing financial data to Xero was successful. Sharing real time data is adding value to both teams. Being in the Cloud is a massive improvement and has allowed both businesses to continue to lead the way and focus on what’s important….....at the right time!

Team Members who helped deliver this project

James Hatt

I can't believe it took us so long to move to both monthly management accounts and the cloud. The team at Charlton Baker have been fantastic - organised, efficient and very proactive. Getting a handle on the numbers and meeting every month to discuss them together has made a phenomenal difference to our sales focus and more importantly our cash flow awareness and future growth plans. I highly recommend them.

James HattHatt Health and Movement Clinic

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