Transforming small businesses’ financial health starts with a human touch

▤ Summary

Growing up, he watched his father suffer from the pressures of being in control of the family business’s finances, having no support to help him make sense of them. In some respects, this set Stuart in a direction to ensure he could do his part to reduce the financial burdens on other small business owners. “They are often very good at their key skill set – whether it be construction or digital marketing – but they don’t know their core numbers.” Quarterly catch-ups, coupled with Xero, means Stuart can get a real-time and accurate picture of a client’s financial situation and make the right recommendations. Knowing the person is really important for how you develop their relationship and help them beyond debit and credits.” Cash flow is a very real and impacting factor for the survival of small businesses. We come in and let them know there’s many other options depending on the need and explain how their Xero data is hugely important when it comes to accessing finance.” Xero’s accounting data provides lenders with rich and reliable business information, giving them confidence and allowing more small businesses to access finance without having to go through lengthy and stressful application attempts.

▦ Linked Companies

Xero

$1B+