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O'Reilly Electrical Services

O’Reilly Electrical Service is a Central Coast based commercial and electrical business

Bank reconciliations | Statement reconciliations | Monthly management accounts | Quarterly investor reporting | Quarterly forecasting | Annual budget setting

"Jess was amazing at helping me set up Xero. I was getting frustrated with Xero, she ironed out all the kinks and helped me understand the software. Highly recommend Cole Consulting Group to anyone needing to streamline their business accounting".

Joel O’Reilly, Founder of O’Reilly Electrical Services, took the plunge and started his own business. Computer savvy Joel created his own Xero file, linked in his bank accounts and set up Stripe but wasn’t sure what to do with the information from there. He was generating invoices in the file and marking them as paid, but couldn’t figure out why there were reconciliation errors. He wanted to understand whether he was profitable on a job but wasn’t sure how to check this information easily. Being a tradie on the go, he had plenty of receipts stashed in the glovebox of his car but wasn’t sure what to do with them and whether to keep them.

How did Cole Consulting Group help this start-up:

  • Corrected bank feed set up and input missing transactional data
  • Completed the integration of Stripe to allow for seamless reconciliation of transactions
  • Branded and tailored invoice templates sent to clients
  • Automated client overdue reminders to improve cashflow
  • Integrated a receipt management platform with Xero which became Joel’s online filing cabinet for those pesky receipts
  • Conducted a one-on-one training session with Joel, tailored to showcase the features of Xero that were required to run his business
  • Engaged our bookkeeping services to provide quarterly reviews of Joel’s processing in his Xero file
  • Engaged our CFO services to provide accurate financial reports quarterly to gauge business health and support decision making

Cole Consulting Group provided Joel with peace of mind that Xero was set up properly and gave him confidence in how to use it.

Be the Hero
of your Xero

Our immersive 8 week course designed to empower you to take charge of your day to day business finances, win some time back and feel confident with smooth processes.