When Jim Leeves co-founded UK-based accounting firm Shapes in 2023, the vision was clear: deliver accounting, systems implementation, and marketing services – all from one firm. With a six-person team running 15 to 20 client meetings a week, Shapes needed to punch well above its weight. The question was how to scale without sacrificing the personal, human touch that set the firm apart. The answer came down to building the right tech stack – with Xero at the centre. The meeting notes problem Like many growing firms, Shapes hit a wall with meeting admin. Notes were inconsistent. Some got typed…
From the Field