Southern Migration

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ABOUT OUR CLIENT

Southern Stone Migration is a professional services agency focused on migration, visa and associated application support services located in Melbourne.

The business is dedicated to providing professional, efficient and tailored solutions to clients applying for visas or who have asked for help with migration.

THE PROBLEM

Owner, Kathy, came to the Cloud 8 team to help her manage her business better.

As a service business with a case-based work focus, Kathy struggled with visibility of the current position of her business. Visibility to help improve budgeting. Critical insights into the business and its profitability to support decision making on growth. Visibility of which types of work were best to grow profit. Clarity of costs being captured and cashflow through the business.

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OUR SOLUTION

Through tapping into the Xero ecosystem, the Cloud 8 team recommended the WorkFlowMax focused tool.

This tool is developed specifically for project-based service providers. It streamlines the experience of managing financials and provides strong, reliable insights and forecasting.
Strong workflow management capabilities in the WorkFlowMax tool easily track time and costs from quoting through service provision and to final invoicing.

Real-time integration into Xero invoicing and billing means that Kathy is able to view her current position, in real time.

THE OUTCOME

Kathy is able to see a dashboard of her full business, income, outgoings, profitability, workflows, everything.

While customised reporting capabilities allow Kathy to see the information she needs in a format that is easily understandable and digestible to support informed, fast decision making. Perfect for a service based, time bound interactions.

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CLIENT TESTIMONIAL

The Cloud 8 team were brilliant in helping me navigate the world of managing my business and being able to access the information I need. Easily. Quickly. When I need it.

The team really took the time to understand what I needed, how my business worked and provide the systems and solutions to best fit me.

I would recommend them to any small business. Don’t struggle through on your own. The team are confident and skilled. They’ll help with the simplest questions! They’ll make it work!

Owner: Kathy
Website: Visit Us

Recommended Aps

Xero
Hubdoc
Practice Ignition
WorkflowMax

Professional Services,
Construction & Trades

Let’s tailor the right solution for your business