Woodridge Insurance Services Pty Ltd

Tony from Woodridge was using another bookkeeper who was making ‘accounting decisions’ without consulting him. Tony needed someone to look after his books and be responsive when he needed something. someone who could work as a Woodridge partner.

Tony does not have any time to be concerned with mastering Xero or other such systems, so he needed someone who he could trust to manage all of these elements.

This was solved by bringing Sum and Substance on board. Now he just answers the occasional query and has to spend very little time trying to sort out accounting issues, as they are all sorted behind the scenes by Neha & her team.

We asked Tony if he would recommend us. “Most definitely – in fact, as Neha knows, I have introduced her to a number of clients.”