The switch from spreadsheets to digital bookkeeping was straightforward for Kay Heald HR – thanks to Turas Accountants
With the new Making Tax Digital (MTD) regime approaching, Kay Heald knew her successful Telford‑based HR consultancy would soon need to change the way it kept its books.
She had been following the phased rollout closely through Turas Accountants’ newsletters and LinkedIn updates, which made it clear that digital bookkeeping would become mandatory for the self‑employed and landlords.
Rather than risk a last‑minute rush, Kay decided to move early. She had been managing her accounts through Excel spreadsheets, but wanted expert support to ensure the transition to digital software was smooth and stress‑free – so she turned to Turas.
How Turas helped
Kay already knew Turas were early adopters of Xero and held Xero Gold Partner status. With many of her own clients also using Xero, the choice of software was an easy one.
Turas took care of the full setup and provided practical, hands‑on training. Kay attended an initial session with client manager Jamie Thatcher, where she learned the basics of Xero and imported her previous year’s financial data.
Jamie then guided her through setting up her new financial year from April, ensuring everything was configured correctly from day one.
What made the biggest difference for Kay was the ongoing support. Throughout her first year on Xero, Turas remained on hand to answer questions, troubleshoot issues and help her build confidence.
“What was lovely about working with Turas is that they kept on providing support and guidance. Jamie was incredibly patient, even though I was totally new to digital accounting and asked some pretty dumb questions!”
The outcome
The transition took just a couple of weeks. Kay initially ran her spreadsheet system alongside Xero for reassurance, but it didn’t take long for the benefits to become clear. Tasks that once felt slow and manual quickly became faster, simpler and more accurate.
“I was really nervous about using a totally different system, but having Turas there to help and guide me, made it a whole lot easier.
“Jamie told me it would simplify and speed up my accounting tasks and he was spot on. I’m now a total convert to Xero and have recommended Turas to colleagues and clients.”