July 26th, 2021

‘How do you use Joiin?’ Q&A with Bulley Davey

In our case study series asking ‘how do you use Joiin?’, we’re talking to Jake Burton of UK-based chartered accountants and tax advisers Bulley Davey.

Can you tell us a little about Bulley Davey and where you’re based?

Bulley Davey is a successful provider of accounting, tax and business advice services. We have offices located in Baldock, Boston, Corby, Holbeach, Oundle, Peterborough, Stamford, Spalding and Wisbech offering accounts, taxation and support services to a wide range of businesses and individuals. 

What are the main challenges you face around reporting and consolidation?

We face challenges with larger clients who tend to have multiple sources of data across different cloud-based platforms. It’s vital to be able to bring the information into one location so we can assess and present an overall picture.

How long have you been using Joiin and how does your company use it? 

We’ve been using join since 2019. Largely to consolidate profit and loss reports and balance sheets. This enables us to build an accurate picture of the client as a whole.

“We find the system extremely user friendly and easy to adapt.”

What’s your favourite feature?

We find the system extremely user friendly and easy to adapt. It’s great to modify reports so we can drill down to details to assist the group such as the movement of funds between companies.

What advice would you give to someone who is looking to implement a new reporting system?

Don’t’ be hasty in choosing a new reporting system as it may not perform to your requirements. Map out exactly what you want the system to achieve and then assess if there is a solution out there to specifically meet your needs.

 

Jake Burton is the Digital Development Manager at UK-based chartered accountants and tax advisers Bulley Davey. Get in touch, or learn more about them here.

 

About our ‘How do you use Joiin?” series

We’re running a new series of Q&A blogs introducing you to some of our customers and talking to them about their business and how they use Joiin to streamline consolidated and financial reporting.

To find out more about Joiin and how much time we can save you every month, you can get in touch with us at hello@joiin.co

Start a free 14-day trial with Joiin