Beyond Numbers by Xero - Talking Practice Efficiency at the Manchester Roadshow with TaxAssist Accountants, Skipton: Managing consistent and stable growth

Talking Practice Efficiency at the Manchester Roadshow with TaxAssist Accountants, Skipton: Managing consistent and stable growth

01/24/24 • 16 min

Dave Forrester from TaxAssist Accountants, Skipton maximises the potential of technology to simplify processes and improve client experience. He tells Xero’s Kat Bond how retaining staff and clients is key to this.

Based in West Yorkshire, Dave Forrester’s practice is one of over 200 TaxAssist franchises in the UK, providing accountancy and bookkeeping services to small businesses and individual clients. Since Dave started the practice in 2009 his high performing firm has added a member of staff every year for the last fourteen years - which is no mean feat considering the economic turbulence we’ve seen over the last decade.

Talking Practice Efficiency is a podcast mini series where our partners share how Xero products drive efficiency in their firms, helping them do more of what they love. Learn more about the formula to become a high performing practice with accountants and bookkeepers who are leading the way, exploring how they have used the Xero platform to get them there. Catch up on some of the key takeaways from the UK Roadshow 2023 and dive into resources to help you implement these at your practice here.

You can find more stories from our Xero partners here.

Transform your practice with Xero by replacing manual processes with automated, integrated workflows that benefit your staff, and clients. Learn how here.

This podcast is brought to you by Xero and produced by Bird Lime Media.

You can find more stories from our Xero partners here.

Transform your practice with Xero by replacing manual processes with automated, integrated workflows that benefit your staff, and clients. Learn how here.

This podcast is brought to you by Xero and produced by Bird Lime Media.

Previous Episode

Applying design thinking to accountancy with Alasdair McGill

Alasdair McGill is a co-founder of the award-winning accounting firm Ashton McGill based in Dundee, Scotland. They won Small Firm of the Year at the Xero Awards in 2020, and were finalists in the Mid-Size Firm category for 2023.

Alasdair’s firm is really unique in that he and his son Andy founded first as a consulting business specialising in service design and customer experience, and eventually recognised an opportunity to take what they’d learnt and apply it to accountancy.

With a clear passion for design thinking, Alasdair shares in this episode how they’re using service design principles to improve the client experience for their accounting firm.

Beyond Numbers, hosted by Ash Gibson, is a platform for pacesetters within Xero's community to chat candidly about the issues and topics that crop up at work. It's about exploring the challenges and talking through the tips, tricks and insights together. It's not about educating accountants on how to do their job, but more on how to win at work.

This podcast is brought to you by Xero and produced by Bird Lime Media.