Case Studies | Accounting | Business Management | Software Integration

In different contexts...

We invite you to explore the full time and interim journey of some of our clients.
Who span the electrical, engineering, manufacturing, leisure, environment, sporting and education sectors.
See how we helped them meet their challenges, regarding accounting, payroll, leadership and management.







Electrical Specialist
ELECTRICAL


A.Archer Electrical Ltd




Sage Implementation and Training
Sage Integration & Training

ELECTRICAL CONTRACTING


Sage 50 Pro and Payroll Integration and Training

The Challenge

Integrate A.Archer Electrical Ltd, existing Sage 50 Professional accounts and Sage Payroll. Create an emergency plan to delivering payroll and VAT.




The Solution

EDVOCAP used software optimisation, in-house training and a Fortune 500 integrated accounting model to lower operating costs and create a more functional system.
• Achieved successful HMRC VAT audit.
• Full integration of Sage 50 Professional and Payroll with CIS functionality.
• Accurate financials for Integrated Business Plan for directors with Trial Balance, Balance Sheets, Profit & Loss, CIS, VAT, PAYE, Fixed Asset Registers functionality.




The Result

The client reported that all expectations were exceeded. Additionally, the client praised the demonstrated honesty and reliability.










Engineering
ENGINEERING


Pope and Meads Ltd




Digital Payroll by Sage
SAGE Payroll Implementation

ENGINEERING

SAGE Payroll Implementation

ENGINEERING


Migrate TAS to Sage 50 Professional and Payroll

The Challenge


Migrate, implement and integrate Pope & Meads Ltd accounting system from TAS to Sage 50 Professional and Payroll.




The Solution


EDVOCAP used expert nominal code mapping, in-house training and a Fortune 500 integrated accounting model to lower operating costs and create a more functional system.
• Accurate financials for Integrated Business Plan for directors with Trial Balance, Balance Sheets, Profit & Loss, Department Accounts, VAT, PAYE, Pensions, Fixed Asset Registers, Automated Prepayments and Accruals.
• Automated Sage payroll to process Standard Life Pension, PAYE, NI monthly with monthly HMRC RTI submission by department.
• Monthly journals nominal linked by department to deliver all journals seamlessly at payroll processing date to Sage 50 Accounts Professional in seconds.




The Result


The client reported that payroll took a few hours instead of a few days. They were delighted with the thorough, hands-on service we delivered.










Simple, Clear Solution

EDVOCAP is a full time or interim accounting service that provides accurate financials to inform Business Planning, Investments, Tax, VAT, Self Assessment, Advisory and Strategic solutions to secure sustainable futures.

SERVICE NICHE


BUSINESS
EDUCATION
SPORTS
ANY OTHER NICHE




Bookkeeping

  • Invoices, Bills, Quotes
  • Bank Reconciliation
  • Quarterly VAT submission

SEE MORE


Accounting

  • BOOKKEEPING (Plus)
  • Payroll, Expenses & Pensions
  • Credit Control

SEE MORE


Management

  • ACCOUNTING (Plus)
  • CIS
  • Cash Flow Management

SEE MORE





Education


KC Education Ltd





Accountants in London
BUSINESS MENTORING

EDUCATIONAL CONSULTANCY

BUSINESS MENTORING

EDUCATIONAL CONSULTANCY


Xero and Xero Tax Integration

The Challenge


Shape an educational SEND brand and accounting system with Xero.




The Solution


EDVOCAP established a Limited liability company, mentored and provided full accounting services.
• Accurate financials for Integrated Business Plan for director.
• Trial Balance, Balance Sheets, Profit & Loss, Fixed Asset Registers and Self Assessment.
• Automated invoicing, Accounts Receivable and Payable.
• Year End Corporation Tax and Self Assessment.
• Domain procurement and framework for WordPress website development.


The Result


Renewed career progression and a happy client.



CONTACT US






CALL 020 3953 3101






Football Sports Finance Mentoring
SPORTSPERSON


Simeon Jackson




Football Sports Finance Training
Self Assessment and Tax

SPORTS

Self Assessment and Tax

SPORTS


Sage 50 Forecasting for Business Planning

The Challenge


Empower young footballer to future-proof his career and regularise self-assessment arrears.




The Solution


EDVOCAP calculated tax liabilities and significantly reduced clients tax liability.
• Calculated Self Assessment (SA).
• Submitted to SA to HMRC and reduced tax arrears.
• Produced integrated projected cash flow, balance sheet, profit and loss and funds flow.
• Advised client on how to manage his finances using the above tools.
• Shared the business economic cycle with client to future proof his investments and decision making.




The Result


Improved money management and business acumen.










Business Development Management


Wilson Millworks




Manufacturing accountants in London and Hertfordshire
Bespoke Manufacturing

MILLWORKING

Bespoke Manufacturing

MILLWORKING


Peachtree Complete Accounting in Manufacturing

The Challenge


Build an export business from scratch, using a design and technology background with no formal business or accounting training, especially when EVERYONE said I COULD NOT DO IT




The Solution


Identified core competency in the business niche of woodworking as a design and technology teacher.
• Read every possible book on door, cabinet and furniture design to compliment resistant materials elective.
• Sold car to create startup capital for machinery to build first order of 17 doors
• Converted a chicken-shed into a workshop
• Built the first seventeen doors by myself, using the ancient mortice and tenon principle, with dowel pins to control expansion
• Hired woodworking mastercraftsmen and collaborated to build brand with quality as orders increased from first order.
• Got international training at Hettich, SCMI, Avonite, Wilsonart and expanded clientele to include architects.
• Developed integrated business plan with projected cash flow, balance sheet, profit and loss in collaboration with my accountant.
• Created cashflow with 50% deposit on all orders to compensate for no funding from banks in the startup phase.
• Developed high trust export relationship with foreign hardware’s to overcome undercapitalisation
• Automated the design and costing process with Cabinet Vision
• Adapted Peachtree Complete Accounting multicurrency and payroll functionality for the Trinidad economy
• Invested in the best machinery to support mastercraftsmen and women to produce high quality furnishings
• Developed international distributor relationships with Hettich, Wilsonart International, Avonite Inc., Hager, Nyle, SCM, Cabinet Vision
• Imported and coded large data sets from supplier catalogues into Peachtree Complete Accounting by Sage, for BOM parts.
• Sub-divided the business into departments and cost-centres to measure performance and inform selling prices.


The Result

Grew business over fourteen year journey from startup to a 90,000 sq. ft facility which was nominated for Ernst and Young Entrepreneur of The Year award.











Quintessentially




Accounting in the Lifestyle sector
Sage 50 Pro and Payroll Journals

LEISURE


Sage 50 Professional Optimisation

The Challenge

Prove Sage 50 Professional can deliver automated Balance Sheets, Profit and Loss and Trial Balances.




The Solution

EDVOCAP used a Fortune 500 integrated accounting model to show Sage can be automated.
• Achieved successful HMRC VAT submission.
• Mapping of Sage 50 Professional nominal codes to deliver automated financials.
• Accurate financials for directors with Trial Balance, Balance Sheets, Profit & Loss, PAYE Journals, Fixed Asset Registers functionality.




The Result

Sage accounts mapped in in one week with balanced TB, BS AND P&L.










Sage integration in aviation
ENGINEERING


XCEL AEROSPACE




SAGE Payroll Implementation

AERONAUTICS

SAGE Payroll Implementation

AERONAUTICS


Sage 50 Professional and Payroll Integration

The Challenge


‘Switch on’ much of Sage 50 Professional and Sage Payroll functionality to improve the business efficiency in the finance area.




The Solution


EDVOCAP used expert Sage payroll and Sage accounting knowledge to ‘switch on’ much of the software’s functionality.

• VAT – setting up the module and reconciling old records
• Payroll BACS
• Supplier payment process via BACS and automatic cash posting
• Payroll reports
• Nominal coding structure
• Supporting the migration of the ERP system from Paragon to Javelin.




The Result


Everton’s timekeeping was good and his enthusiasm, positive attitude and sense of humour made a difference to getting the job done in a timely manner.
The business will benefit from the work completed by EDVOCAP.





SERVICE NICHE


BUSINESS
EDUCATION
SPORTS
ANY OTHER NICHE




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