Cloud9 News

Cloud 9 News: Networking Groups Wanted

As our Partners look to grow their businesses, they are starting to get into the realms of networking, and as I am sure a lot of our readers can sympathise, it can be quite daunting.

As the Directors of multiple businesses, we can give our Partners guidance on how to conduct themselves at these
meetings, the type of contacts they should be making, and the basic "Dos & Don’ts", but we are looking for business
owners who either run or attend local networking groups for SMEs, who could introduce our Partners to their group.

We are looking specifically in the Milton Keynes, Northampton and Kettering areas, but if you have a recommendation of a group in another location, then we would love to hear from you.

Working in the financial industry, we completely understand that trust needs to be built overtime before business
owners give them access to such sensitive information, and because of this ideally the networking groups would be
weekly or fortnightly, to allow us to build that trust quicker.

The types of contacts we would be looking to make, would be business owners, bank managers, and accountants.

If you have any contacts that could help with the above, please drop us an email on This email address is being protected from spambots. You need JavaScript enabled to view it.

Xero Insight: New Feature To Manage Your Projects!

Although this feature is still in development, and there will no doubt be some fine tuning along the way, we can already see how this this is going to benefit Xero users.

Advanced Xero users will already know that there is an ability to track income and costs for specific projects, but using the Tracking Categories within settings, but this new feature of Projects on Xero allowed you to take the analysis of projects that step further.

The Projects features allowed you to account for staff costing and expense claims, as well as monitor and track the
progress and profitability of jobs.

The real benefit of this to business owners, is to really get a gauge on what is earning you the most money. It's very easy to be led by the big sales, and landing big contracts, but are they actually earning you as much as you think? With this tool, you will soon start to learn which projects are earning you money, and which are costing you. After all, "turnover is vanity, profit is sanity".

To see how our Cloud 9 Partners can help you make the new Project features work for you and your business, please get in touch with your local Cloud 9 Bookkeeper, or email our head office at This email address is being protected from spambots. You need JavaScript enabled to view it.

Cloud 9 Insight: Milton Keynes Franchise Fully Open For Business!!

This month we want to remind our readers of our Milton Keynes Partner, Tracy Mcleod. Tracey joined Cloud 9 nearly a year ago, and has been building her portfolio of clients in her spare time. It has come to the point now, where Tracy now wants to concentrate fully on her Cloud 9 clients, and therefore she has more availability to help more clients will all things bookkeeping related. Here is a little bit about Tracy as a reminder to you all……

Tracy joined C9 with the perfect combination of experience. Originally coming from a banking background, Tracy then made the transition in accountancy and bookkeeping taking a job at a firm of accountants in Buckingham.

Having worked with Xero in practice, Tracy, like we all do, fell in love with the software. So much so, she then took a job working for them, advising clients how to use the software and helping them with their day-to-day queries.

Despite enjoying each of the steps in her career path, her real passion remained in bookkeeping, and this is what has led her to join forces with C9 so that she can start assisting businesses and their owners with all things bookkeeping related.
 
Tracy would love to help you with your business, and she can work with any accountancy system. So if you you would like a free, no obligations quote, to see how Tracy and C9 can help you and your business, please do not hesitate to get in touch and we would be happy to help!

Contact Tracy: This email address is being protected from spambots. You need JavaScript enabled to view it.

Xero Insight - Expense Claim

One of Xero's finest features, is one of their oldest. The expense claim.  This features allowed business owners and their employees capture any business expenses they have incurred out of their own pocket.  With the expense claim available on both desktop and mobile devices, it allows us to record these costs either back in the office, or whilst on the move, and with the ability to take a photo of the receipt that supports the claim, you can throw away the receipt before you lose it, as all the information will be stored in Xero, together with a digital image of the receipt.

How it works

·         Each user in your organisation can add receipts for their own personal spending. They can't enter a receipt on behalf of someone else. Once all receipts have been added in Xero, a claim can be submitted for approval.

·         The claim is reviewed by a user with the Adviser, Standard, Invoice Only + Approve and Pay, or Invoice Only + Purchases user role. They can approve or decline the full expense claim, or review each receipt individually.

·         Once approved, a claim must be authorised for payment. It's given a reporting date and payment date. It can then be fully or partially paid.

·         Expense claims can be edited, deleted, or voided depending on the status of the claim.

For a demo on how the expense claims can work for you and your business, feel free to get in touch with our team and we would be more than happy to help! Email us on This email address is being protected from spambots. You need JavaScript enabled to view it. and quote EXPCLAIM2017 for your free demo and consultation.

Cloud 9 - Keeping ahead of the competition


We are excited to say that we are heading to Xerocon for the 4th year running.  As the founders of a Cloud based bookkeeping franchise, it would criminal if we didn't go to the conference hosted by the market leaders, and that is why again this year we will be packing our suitcases and heading the 'Big Smoke' for another two packed days of education on the software and the industry.

In our opinion, there’s no conference like it. Xerocon is as beautiful as their software – and we get the opportunity to meet thought leaders and ecosystem partners in a stunning environment, and walk away with a wealth of knowledge. Xerocon is the best place to learn about upcoming Xero initiatives, technologies and offers that help our partners flourish.

We are looking forward to get to know the people in the know Tap into insights from the Xero team and see how updates and innovations can benefit your business, and understand how Xero can make the transition to Making Tax Digital seamless for us all.

From past experience, listening to speakers spark our imagination and look at things differently and challenge your thinking as speakers talk to the topics that impact our industry. We will hear from Xero’s leadership team including Rod Drury and Gary Turner alongside some stellar guest speakers.

We look forward to debriefing you all on our visit, and we hope to keep you ahead of your competition, just like we are staying ahead of ours.  If you have any questions on Xero or Cloud 9, please contact us on This email address is being protected from spambots. You need JavaScript enabled to view it..

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