Ascentant’s Managing Director Kevin is XERO and LEAP Legal Ltd certified. Wooohoooo certificates for the wall or more than that?
It’s much more than that. So what do you need to know?
LEAP is a practice management system that has been designed to meet the needs of small to mid-sized law firms, this legal case management software helps generate efficiencies, profit and improve your service. You can take advantage of integrated matter management, document automation and legal accounting from anywhere at any time.
Meanwhile XERO is cloud accounting software, all set up for Making Tax Digital (super important since April 2022), enabling you to manage your finances in real time. There’s lots of great automation possible in this system like auto chasing of invoices past due dates and smart bank reconciliations to name two features that are snazzy.
Together they make a great marriage for law firms.
Any PMS migration can be fraught with hassle including the training of users to ensure you don’t loose anything for your current cases and that everything’s done properly for your future cases.
Also when you are working on financial system updates you can’t loose sight of the SRA Accounts Rules.
Step one
If you choose to migrate to LEAP you’ll need to have XERO has well.
Why? Well LEAP provides everything needed to run a law firm, with all client matter accounting and SRA compliance needs met. For the nominal ledger, LEAP provides a seamless integration with XERO.
Here’s what they say ‘Using the combination of LEAP and XERO, legal professionals and support staff can do all the time recording, legal billing and client accounting and your firm can use part-time bookkeeping resources, working from anywhere, to look after your nominal ledger, VAT and payroll requirements.’
Step two
Being certified means that Kevin understands both systems independently AND how they integrate. Combine this knowledge with his high level of understanding in the world of legal cashiering and Accounting and you’ll get a PMS migration and XERO set up that’s going to work for you.
As a LEAP Certified Consultant Kevin will:
- Understand the best process for your PMS migration
- Know the latest in LEAP processes
- Provide training that’s bespoke to your practice and needs
- Help you understand the best use of the system
- Ensure your settings are fine tuned
Being a XERO certified advisor means Kevin will:
- Help you complete the initial set up tasks
- Ensure your chart of accounts is correctly set up
- Ensure your financial settings are correct
- Guide you to efficiently use banking within the system
- Deal with any conversion balances from a legacy system
- Synchronise LEAP and Xero
His understanding of all the functionality within XERO enables him to guide you to the best set up with LEAP for your solicitor’s firm.
Step three
Training is developed with you, whether your entire practice needs to be shown how to use LEAP effectively or your finance team / managing partners needs training on XERO.
That means you’ll save costs on implementation and training because an expert is guiding you through. And if you need more in an area we’re not fully conversant then we’ll access the right expert through our consultancy network. And you can be sure they are all certified like us.
Ascentant Accountancy are Accountant’s based in Derby who specialise in working with Small Businesses across the Country – Get in touch on 01332 981920 or info@ascentant.co.uk to discuss your needs.
We can be found at Suite 5 Keynes House, Alfreton Road, Derby, DE21 4AS.
