Cash Flow and Tax: The Fundamentals of Good Business


Modina will be teaming up with cloud-based accounting software leader, Xero, and tax advice leaders Jeff Lermer & Associates, to host Cash Flow and Tax: The Fundamentals of Good Business.

We’re inviting you to our free informal networking event on Thursday 27th October 2016 from 5pm – 7pm, where there will be light refreshments and free parking available to those attending.

We will be looking at how Xero can improve your cash flow, as well as sharing tax advice, tips and insights on getting the correct tax structure for your business.

Get Cash Flow and Tax Savvy

Cash flow is the lifeblood of any business. It lets us know what’s coming in and going out of our business so that we can continue to run our daily operations. But it doesn’t only ensure a business’s survival; it enables it to grow too.

With so many items on the to-do list, it can easily become one of those that sits at the bottom, rarely touched. But with plenty of software on hand to help, we can make sure you not only survive, but grow too.

Merging knowledge and expertise with up to date cloud-based software is an important shift in accounting. Here at Modina, we now have over 100 clients using the software and have become Xero certified advisors with gold membership.

Tax is a word feared by many. Understanding the different structures and choosing the one that is right for your businesses can seem like an onerous task and, again, one that remains niggling away at the back of your mind. But, luckily, we’ve got it covered.

We will be welcoming two extremely knowledgeable and experienced speakers at the evening, who will not only demonstrate the benefits of accompanying cloud-based accounting, but who also help to unravel the complexities of tax and business operations.

Xero: Successful Cash Flow Practice

Andrew Collings is a Senior Account Manager at Xero, where he supports accounting professionals deliver game-changing advice to small and medium businesses.

Before joining Xero, Andrew worked in a range of industries and in a number of roles, from buying in the furniture sector to setting up his own product design company and also having several client relationship management roles.

“Studying for my MBA was instrumental in helping me make the extension from business leadership to developing a career in software to help small businesses,” says Andrew.
Tax Structure: Why it Really Does Matter

Jeff Lermer is a tax advisor, chartered accountant and CEDR accredited mediator with over 30 years’ experience in studying and working in business economics.

Augmenting a strong financial proficiency, Jeff qualified as a chartered accountant in 1988 with Stoy Hayward (BDO) before joining Sobell Rhodes where he became a partner at 29. At 38, he left to set up his own practice.

JLA began in 2003 as a sole trader with one full-time employee, and a part-time secretary, and has grown at an average rate of 18% per annum, with 22 now making up the team who provide guidance and advice on business profits.

As for the best part of his role: “I enjoy the intricacies of economic solutions, and not only are they well received for their financial implications, but also because, I pride myself on transforming highly complex information into simple English,” says Jeff.

If you would like to book your place at Cash Flow and Tax: The Fundamentals of Good Business, please email providing your name, company and the number of people you’d like to book a place for.

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