Both Peter and Alicia were incredibly helpful and patient throughout. We were stating from a low knowledge point with a new team and without their help I am convinced we would have struggled significantly implementing Xero. Their supportive and genuine attitude to helping us made the process much easier than we expected.
Allan Poole – Clear Castle Ltd.
Genus will work alongside your leadership team to identify and implement improvements within your business. We will work closely with you from the early planning stages, right on through to delivery and training, providing continuous support throughout and beyond the project.
Genus is proud to be a Xero Platinum Partner and is one of the top 2% of Xero partners in the UK for clients and certified advisors.
Our team was named “Advisory Team of the Year” at the Yorkshire Accountancy Awards, and was described as a “standout example of a modern practice” in Xero’s “The Pacesetters”. We were also named Large Firm of the Year at the 2022 Xero Awards.
How we use software
With over 1000 apps in the Xero Marketplace, it can get confusing which add-ons will work for your business, and which are not worth your time. At Genus we have worked with many of the apps available within different businesses and industries. We are therefore best placed to work with you to view your requirements and select the right add-on for you. We have picked out our ‘go to’ apps that we like to work with below, each supporting differing functions within a business.
Strategic use of innovative apps
The Genus team will apply its extensive experience, across a multitude of industries, to deliver our clients strategic insights, training, support and more. Genus software solutions include, but aren’t limited to, the following:
Process Efficiency Reviews: We can map existing processes within your business and look at ways they can be streamlined to provide efficiencies.
Xero Utilisation Reviews: If you currently use Xero, we can review it and make sure you are getting the most out of the platform. This can also include changing the set up to ensure Xero is providing you with the reporting information you need to run your business.
Conversions to Xero: If you are currently using different software to manage your accounts but would like to move to Xero, we can do the full conversion, including training and support
Xero training: We have a wealth of Xero knowledge within our team, and we’d love to share this with you. Whether that is training for someone that has never used Xero or have used Xero for years but would like a more advanced training session.
Xero support packages: We offer support packages which provide regular Xero support and quarterly health checks with app recommendations
App Advisory: We can scope and recommend different apps which will provide solutions to your business needs, we can then integrate these with your Xero account.
What do our clients say?
Moving to Xero was the right choice for us, giving us efficient ways of working in the cloud with useful reporting at the click of a button. Alicia from Shorts was on hand to support us throughout, making the process very simple and no question was too small. We would not hesitate to recommend them to anyone looking to move systems.
N A Surveyors Ltd.
The project of changing our accounting system to Xero was implemented in a professional and helpful manner by Shorts and, in particular, Alicia williams, who managed the change from start to finish. Alicia was incredibly informative while assisting us in transitioning to Xero, helping us with all queries and explaining how to address issues as they arose. Her support was always clear, concise and timely.
Package set up ready for use , good friendly teaching sessions and a fast response when needed. All in all a great service.
Scott Green Associates Ltd.
I have just completed an exercise to move my accounting platform from Quickbooks to Xero. Alicia and Peter helped me throughout the process and it has all gone seamlessly. The new software is really easy to pick up and I can seriously say I wished I had done it years ago! Thanks to all at Shorts again
Hunters - Chesterfield Sales & Lettings
We have picked out our ‘go to’ apps that we like to work with below, each supporting differing functions within a business.
Fathom: Allows you to generate fully tailored bespoke reports with non-financial data, bringing in KPI monitoring. It can be used for forecasting, to bring in budgets and ‘goal seek’ to look at the impact of different business decisions and how to reach your goals.
PowerBI: Turns your financial and non-financial data into in-depth insights using bespoke data modelling and visualisations.