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Interactive Diagnostic

Stratford-upon-Avon

13 The Courtyard
Timothy's Bridge Road
Stratford-Upon-Avon
Warwickshire CV37 9NP

01789 294484

enquiries@gjassociates.co.uk

London

7-8 Stratford Place
Mayfair
London
W1C 1AY

0207 495 0304

enquiries@gjassociates.co.uk

p a r t n e r s

About Grenfell James

Grenfell James is home to a progressive group of accountants. We work with business owners across Warwickshire and London, using technology to simplify processes and accelerate business growth.

Helping clients to success

Our client’s success is our number one priority. Beyond ensuring your financials are compliant and your reporting is up to date, we will help you achieve your long-term business goals by providing our partnership and expertise.

Unlocking your business potential

Using a proactive, forward-thinking approach, we assess, recommend and implement a framework of the best tech solutions to revolutionise and simplify your business.

Getting plugged in

Our team will plug into your business to assess your needs. We use our findings to formulate innovative, tech-focused solutions of the best apps and software to elevate your accounting practices, and deliver measurable results.

Meet our team of accountancy experts.

Our people use their knowledge, skills and expertise to give our clients’ tailored accountancy support. We go above and beyond to fulfill your businesses’ needs, because all of us care deeply about what we do and how we do it.

Chris

Chris

Managing Director

Hannah

Hannah

Client Director

David

David

Client Director

Sarah

Sarah

HR Manager

Shelby

Shelby

Client Manager

Emma

Emma

Client Manager

James

James

Trainee Accountant

Mia

Mia

Office Manager

Andy

Andy

Audit Manager

Heidi

Heidi

Payroll Assistant

Amanda

Amanda

Operations Manager

Ryan

Ryan

Client Manager

Jagjot

Jagjot

Senior

Ivanna

Ivanna

Head of Payroll Services

Marc

Marc

Senior

Dani

Dani

Client Manager

Alice

Alice

Client Manager

Charlie

Charlie

Client Manager

Jess

Jess

Trainee Accountant

Chloe

Chloe

Senior

Do you see yourself as part of our team?

Why not get in touch to see how we can help your business grow?

Grenfell James Technology Adoption Index

How does your business perform against others adopting financial tech? Find out with our interactive diagnostic:

1.

How does your business receive invoices?

A)

Invoices are mainly received in paper form

B)

Invoices are mainly received by email

C)

Invoices are emailed then automatically forwarded to a designated mailbox

2.

How are purchase invoices processed?

A)

Invoices are entered manually

B)

Invoices are attached to manually raised invoices

C)

Automated software (e.g. ReceiptBank, 1Tap, HubDoc etc) collates invoices

3.

How are accounts processed?

A)

Using Excel/paper-based

B)

Using Computer-based, offline software

C)

Using cloud-based accountancy software

4.

How often is business data revised?

A)

Data is updated annually

B)

Data is updated quarterly

C)

Data is updated monthly or more often

5.

How is banking updated for your business?

A)

Banking is updated manually

B)

Banking is updated by imports

C)

Banking is updated via a live feed

6.

How are bank payments made?

A)

Bank payments are manual

B)

Bank payments are made using bulk imports

C)

Bank payments are made directly via accounting software

7.

How are bank receipts reconciled?

A)

Receipts are chased and reconciled manually

B)

Receipts are chased and reconciled automatically

C)

A third-party platform is used to chase debts and collect fees

8.

How often are management reports produced?

A)

No reports are provided

B)

Reports are provided but often too late to be valuable

C)

Reports are automated with real-time information

Score 8-12:

Curious Exploration

Your financial technology phase is Curious Exploration

% of respondent businesses are in this phase too.

Switching accountancy systems may seem like an upheaval, but can be much more straightforward than most businesses imagine. From talking to our clients, they have found moving from paper invoicing and desktop-based accounting software to the cloud and apps quickly makes the transition process a worthwhile investment of time. Digital accounting solutions bring in streamlined processes, up-to-date business data and greater confidence in the accuracy of information when making financial decisions.

Grenfell James works with your team to fully assess the needs of your business and minimise the impact of any transitions for solutions we recommend.

Find out more about App Advisory

More

Score 13-19:

Measured Discovery

Your financial technology phase is Measured Discovery

% of respondent businesses are in this phase too.

Once cloud accountancy software is in place, there’s still plenty of scope to improve your accountancy processes and make sure your business is maximising the benefits of adopting a digital accounting solution. Grenfell James assesses each business to understand how any implemented solutions are being used, identify areas for improvement and the needs of the business overall to support your business goals and achieve success.

Our team of experts can discuss a range of time-saving automation and get different apps and cloud-based solutions talking to create and manage a digital accountancy eco-system to help your business grow.

Find out more about App Advisory

More

Score 20-24:

Bold Innovation

Your financial technology phase is Bold Innovation

% of respondent businesses are in this phase too.

You know the benefits of accounting technology and the impact it can have on your business goals. If you want to take it a step further, our team can conduct a systematic review of your processes, apps and business goals to ensure your digital accountancy ecosystem is keeping pace with the changing needs of a growing business.