‘I used to dread sending newsletters to my clients ……. by dread I mean, not even do’.
Jo has been using BOMA now for a few months so we checked in with her to see how it’s going.
‘I am absolutely in love with BOMA. Now I enjoy writing newsletters each month and with the email templates they are super easy. The content library gives you so many options on what to discuss with clients each week and the facebook ads let you quickly and easily connect with your audience.’
Jo grew up learning the ups and downs of business ownership through family businesses. She never thought she’d run her own. With a degree in accounting she ended up in the corporate world. Funny where career paths take you though. Jo worked for Bendigo Bank and became the go-to person, assisting the owners of the community banks. And from there she identified the desire to continue to help businesses grow and succeed.
‘Bendigo is small area, and the economy is driven by small businesses. At a certain point in my career, I realised that’s what I wanted to do most. I had a burning desire to help business owners succeed’.
A few years on, Jo set up Cloudbooks Business Solutions. The name was chosen at the time because cloud accounting software was a real point of difference.
‘Xero was a game changer. Rather than visiting my clients' offices and sitting on their computers, it suddenly meant I could assist more businesses remotely and have the extra time to do more for them.’
The name change to Alluvia Financial better reflects the breadth of advisory and bookkeeping expertise the firm now offers clients.
The firm has also made the most of other smart tools to maximise efficiency. The team use Receipt Bank to eliminate time consuming data entry work giving them more time to add value for the businesses they work with.
‘Now you can have a conversation, set goals and deliver a better result for clients’.
‘Super busy’ probably doesn’t describe the level of activity that goes on at Alluvia Financial these days. But the talented team of 5 bookkeeping and accounting staff all say that relationships are key to good accounting service.
‘We have a real connection with our clients and this is important. As a business, your relationship with your financial advisor needs to be strong and confidential. We make sure we understand the ‘reason’ for our clients. You need to have a great relationship to share your vision, work to your goals and to deal with stresses of business ownership’ Jo Doye
Alluvia Financial use BOMA to share articles and guides with the businesses they work with via email or on their social channels.
‘We are numbers not words! – so while we were keen to do some marketing, we were always putting it off. Now it’s exciting what knowledge I can share and I also get great feedback from clients‘
And the business continues to go from strength to strength…Alluvia Financial have been named winner of Xero Partner of the Year for Victoria. They are a finalist for the Australian Partner of the year, announced at Xerocon in September 2018.
Great work Alluvia Financial and Good Luck at Xerocon!