How can we make things even better?
Central to the provision of our outsourcing service is our consultancy mindset.
We enter every client relationship with a view to how we can optimise systems and processes to get the most from your finance function.
This can be through how we configure our standard technology stack for you, but can also be through improved processes, staff training, and challenging your assumptions regarding what is needed.
Across all of our clients we will constantly look at how we can make your life easier, add new controls to reduce risk, and stay ahead of the game as new regulations come into play
It’s in our Genes: Way before ExcluServ was established in 2005, our three directors worked together as Systems Accountants on a major project for over 3 years at the Children’s Society. We were inspired by what we could do for other charities, that couldn’t access the consultancy and system skills that we collectively offered. From the outset we created ExcluServ to meet that need as a Consultancy business. 5 Years later when we began to provide outsourced services, it was inevitable that we would continue with that way of thinking and apply it to outsourcing.
Our objective is to enable our clients to realise the potential of their finance function. This drives us to examine, challenge and assist in putting in place the changes that are needed. This can be through specific consultancy work but is also intrinsic to our approach with outsourcing solutions.
Consultancy Services Offered:
The following consultancy services are illustrative of ways that we will work with you as our outsourcing client, but it is not limited to this, and could include numerous other areas where we can help resolve or think through challenges that you face.
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Operational Processes
Poor processes will lead to weak controls, costly operations, and low confidence in the finance function. ExcluServ work with the finance team and key stakeholders to identify the problem, improve processes, including changes to systems and gain organisational buy in.
Integration of Systems
Separate systems result in problems including wasted resource as data is rekeyed and uncertainty as the two systems are out of step. ExcluServ’s experience in integration addresses these problems from both technical and practical perspectives, giving a solution that really works for you.
Reporting
Whether you need conventional management reports or a full dashboard, ExcluServ provide organisations with the reporting capabilities to present management information in a timely manner and in a format that is right for your organisation. Where our standard “package” of reports is insufficient we can look at building specialist reporting data models that will combine information from multiple systems so that non-financial data can be presented alongside the numbers from Xero.
Strategy & Governance
ExcluServ have years of experience within a variety of business and non-profit sectors and can provide input at a higher level. Whether that is representation on the board, supporting a change in business structure or assistance with budgeting and planning, ExcluServ can provide the assistance needed.
Adoption of New Systems
You may have identified gaps in your transaction processing systems that need to be filled. For example, your event registration system may no longer meet your needs, or you may be planning to introduce an online shop with a stock system that is more complex than the standard in Xero. Whatever the situation, ExcluServ have huge experience in leading you through the whole process, from a specification of requirements, to the final implementation.
