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Case Study: The Ethical Bookkeeper

Libby Walklett

Headshot of Libby Walklett, The Ethical Bookkeeper

Libby Walklett, who has recently been recognised as one of the ‘Top 50 Women in Accounting’ describes, in her own words, how and why she has integrated Xenon Connect as an invaluable tool within her practice.

Introduction...

As an accountant running a busy practice, time is always at a premium.

I often find myself hesitant to commit to a paid software subscription without the certainty that I’ll have the time to fully evaluate it.

Paying for months without making a decision is something I wanted to avoid.

Fortunately, Xenon Connect provided me with a free lifetime licence, allowing me to test the software thoroughly at my own pace.

First Impressions and Usability...

From the moment I started using Xenon Connect, I found it incredibly intuitive. The interface is user-friendly, and the learning curve is minimal.

Xenon Connect truly makes me look like the expert I am. It provides a tangible demonstration of the state of the bookkeeping, which is invaluable during client consultations.

Real-World Application...

I recently quoted for a large project, and the client was both impressed and concerned with my findings.

Xenon Connect allowed me to present a detailed health score of their bookkeeping, and because of my experience and qualifications, I could explain the nuances behind the numbers.

This transparency not only reassured the client but also positioned me as a trusted advisor.

We are now collaborating to improve their bookkeeping health score, and I look great for it!

Integration with Xero...

One of the standout features of Xenon Connect is its seamless integration with Xero.

This integration allows me to accurately assess the number of transactions for pricing purposes, eliminating the need for guesswork.

This precise data ensures fair and accurate pricing for my services, enhancing my practice’s credibility.

Training Tool...

Xenon Connect has also proven to be an excellent training tool for my Level 2 AAT trainee.

It provides a valuable opportunity to discuss the importance of consistency and accuracy in bookkeeping.

The software highlights potential issues, facilitating meaningful discussions and practical learning experiences.

This hands-on approach allows my trainee to grasp the nuances of precise bookkeeping practices, preparing them effectively for real-world scenarios.

Affordability...

Despite its powerful features, Xenon Connect is very affordable.

This makes it accessible for practices of all sizes, ensuring that even small firms can leverage its capabilities without straining their budgets.

Conclusion...

Xenon Connect has proven to be an invaluable tool in my accounting practice.

Its intuitive design, detailed reporting, and seamless integration with Xero have streamlined my workflow and enhanced my service offerings.

With Xenon Connect, I am able to deliver expert insights and maintain high standards of bookkeeping for my clients.

Additionally, it serves as an excellent training tool, helping to foster the next generation of accounting professionals.

Find Out More About Libby Walklett...

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Website

LinkedIn

Accounting Steps Podcast

Listen to Libby talking to Xenon Connect Founder, Gareth Salomon, about her journey within the accounting world so far.

5 star review icon

'Xenon Connect - The Future'

‘A very useful, powerful add-on to identify matters requiring different levels of attention in Xero accounting files.

The client overall panorama is good as you can compare how different clients manage their accounts and can then drill down in specific areas.’

Sian Arnold C.FICB, ACIB of Insight Bookkeeping and Accounting Services Limited

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