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We know the shift to digital can feel overwhelming

You have a forward thinking, entrepreneurial approach to business. But your time is precious. You have the capacity to research and select the best accounting tech for your business.

We’ve got you covered. We’ve simplified the process so you can get the most out of your financial data, without enduring the stress and hassle.

Using the latest technology, we’ll provide you with real time insights and advice on your business.

Not only will this save you time and money, it will also allow you to immediately see what your financial situation is at a glance, which will enable you to make decisions that are best for your business.

Our Process

We’ll set you up to capture real time data as a start, and then we’ll work with you through the steps below,
as needed. Our process has been tested time and again and naturally only works in this order.



We help you automate the processes for capturing source data and documents, saving you hours of admin time.



Xero seamlessly integrates banking and accounting, allowing us to provide real time bank reconciliations – crucial for daily decision making.



Real time data capture enables us to deliver you real time management accounts, giving you the key information you need to manage your business.



Together we’ll integrate software tools that provide deeper insights into areas such as cashflow and profitability forecasting.



The insight gained from forecasting and scenario planning allows us to help you make key decisions day to day which will impact your future.

Understanding your tech

Why Xero?

As Xero Platinum Partners, we understand why it’s the platform of choice for growing a connected and forward-thinking business.

With its best in class features, incredible versatility and wide array of apps, Xero is the cornerstone of effective financial record-keeping for many of our clients.

Why Spotlight?

Spotlight is an excellent tool to use alongside Xero.

You’re able to monitor your business performance at a glance and create easy, great-looking performance reports, cash flow forecasts and consolidations to help you stay on track with your KPIs.

Why Float?

Float seamlessly synchs with Xero to enable a real-time, visual and precise view of what’s happening in your business’s cash enabling you to make more confident decisions about the future of your business. In addition it helps strengthen your day to day working capital management by synching invoice and bills based on the reality of future payment dates.

“Stepping Stone have helped transform our financial reporting in Xero, with the implementation of both Float and Spotlight Reporting. Both are now key parts of our monthly reporting process enabling an increased emphasis of forward looking forecasting and scenario analysis.”

William Forwood

CEO Merx Construction Management, Asia

I’m ready to move to the digital world!

If you are ready to make the switch to digital accounting, feel free to contact
us today to speak with one of our friendly experts.

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