Dental Practice - Cloud Accounting

The dental practice provides high quality dental treatment, in a friendly atmosphere, to all members of their local community. Nestled on the outskirts of the South Downs, the practice consists of three principal dentists and a number of support staff.

For a free initial meeting to discuss how we can help you contact us online or call us on T: 023 9248 4356T: 023 9248 4356


Subscribe Now


Struggling to record and report on the practice’s performance, Morris Crocker were asked to recommend and implement new cloud-based online accounting software that would enable the principal dentists to analyse the performance of the practice in real time and cut down on laborious bookkeeping activities.

After an initial consultation process, Xero was suggested as a suitable system, as it can be accessed at any time from any internet-enabled device and has a whole raft of benefits such as easy bank reconciliations, cloud file storage, rich & detailed reporting and free online support.

Once suitable software had been selected, Morris Crocker staff managed the conversion from the practice’s legacy software, Sage. To ensure a smooth transition, data such as the practice’s contacts and chart of accounts were extracted from Sage and imported into Xero, reducing the need to ‘rekey’ data and gave the new software an air of familiarity for those charged with maintaining the system.

Once setup, a detailed training session was provided, on location, using real data and information. This covered day-to-day bookkeeping, report generation and more advanced features such as the file storage system. Ad-hoc advice and assistance was then provided as and when required by the practice.

The practice was happy with the results as this member of staff affirms: "As a practice manager in a busy dental practice, I need an accounting system which is easy to use and can meet all my needs.  Xero does this, and because it is cloud based the partners and I can access it from anywhere, which we were unable to do with Sage.

The training and support provided by Morris Crocker has been very thorough and very efficient.  I am happy with the changes we have made."

Find out more about cloud accounting here

We have removed the client's name from this case study to protect their identity.





Request a Quote

Name:
Company:
Email Address:
Contact Number:
Service interested in:

Nature of your business:
Enquiry:

Click here if you would like to opt in to receive updates and event invitations from Morris Crocker.

Please confirm you are human:
 


REF: MC/RQ/1.4

What our clients say...

We have been fortunate to have Morris Crocker supporting our internal payroll administration for over 10 years. All members of staff we have dealt with at Morris Crocker have been efficient, knowledgeable and polite and have provided an excellent payroll service to our business.

Latest news...

19/09/2019

Independent review of loan charge

Sir Amyas Morse, the former Chief Executive of the National Audit Office (NAO), will head up an independent review into the controversial loan charge, which will be published by the middle of November.

READ MORE

Newsletter Sign Up

Sign up to keep in touch to receive our latest news and industry updates.

Yes, I would like to receive email updates providing me with the latest finance news, advice guides and details of future events.



REF: MC/NL/1.1