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Case Study: Jiggy Jigsaw* |
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The Situation
Jiggy Jigsaw collaborates with artists to turn their art into jigsaws and sells them online to the public through Shopify. Various payment methods are offered including PayPal, Afterpay and Zippay. Jiggy Jigsaw pays artists commissions for each jigsaw sold and maintains a business bank account and a transferwise account for foreign transactions.
Clara* the owner of Jiggy Jiggsaw knows she needs to get on top of her financial admin to track her businesses profitability and meet her tax requirements. She starts a Xero trial and quickly becomes overwhelmed and makes a mess of her financial data. She realises she needs an expert.
The Solution
Clara reaches out to Swanson Advisory for help and books in a discovery call to discuss her situation. As she talks to one of Swanson Advisory's experts she feels her overwhelm lifting and is excited that they will be able to work with her step by step making sure everything is set up properly. Clara wants to start a new Xero file as she knows she has made a big mess and wants to start fresh, she decides to purchase Swanson Advisory's Tools of The Trade Package and books in her first Zoom session for the following week. Through one on one zoom sessions they work through Jiggy Jigsaw's data setting up connections with banks, payapal and integration with Shopify and begin reconciling the transactions. Clara loves that she is learning how to use Xero on her data and getting her bookkeeping up to date at the same time. She is so glad she working with an expert that can teach her the correct and fastest way to do things whilst unlocking functionality she didn't even know existed. They set up a clever system to help her calculate how to pay her artists and a bookkeeping action plan to keep her on track.
Jiggy Jigsaw collaborates with artists to turn their art into jigsaws and sells them online to the public through Shopify. Various payment methods are offered including PayPal, Afterpay and Zippay. Jiggy Jigsaw pays artists commissions for each jigsaw sold and maintains a business bank account and a transferwise account for foreign transactions.
Clara* the owner of Jiggy Jiggsaw knows she needs to get on top of her financial admin to track her businesses profitability and meet her tax requirements. She starts a Xero trial and quickly becomes overwhelmed and makes a mess of her financial data. She realises she needs an expert.
The Solution
Clara reaches out to Swanson Advisory for help and books in a discovery call to discuss her situation. As she talks to one of Swanson Advisory's experts she feels her overwhelm lifting and is excited that they will be able to work with her step by step making sure everything is set up properly. Clara wants to start a new Xero file as she knows she has made a big mess and wants to start fresh, she decides to purchase Swanson Advisory's Tools of The Trade Package and books in her first Zoom session for the following week. Through one on one zoom sessions they work through Jiggy Jigsaw's data setting up connections with banks, payapal and integration with Shopify and begin reconciling the transactions. Clara loves that she is learning how to use Xero on her data and getting her bookkeeping up to date at the same time. She is so glad she working with an expert that can teach her the correct and fastest way to do things whilst unlocking functionality she didn't even know existed. They set up a clever system to help her calculate how to pay her artists and a bookkeeping action plan to keep her on track.
* Names have been changed for confidentiality.
