Alex Falcon Huerta FCCA
Member Since: 22nd Feb 2015
The founder of Soaring Falcon Accountancy, Alex Falcon Huerta FCCA is a Xero MVP and member of ACCA's international assembly. With a background as an accountant working with some of the most agile and progressive small businesses in the UK, Alex is an early technology adopter who set up her practice to accelerate change both for her clients and her profession.
CEO & Founder Soaring Falcon
13th Aug 2020
Hello - Ive been using Fluidly for some time, just not all clients had it. During lock down I was able to offer the starter version to all clients . A lot of tech companies stepped up and supported accountants. Most giving 3 months free. My practice has been 100% Xero from the offset. Coming from 20 years of working with desktop versions of Sage, Quickbooks , excel etc, I just preferred Xero overall to use in my practice. Today, it has the most add-on partners I can utilise to help my clients. We use over 50 different apps in the business now. Since C19, cashflow is key. Other options - Float, Pulse (not as user friendly) ..but usually I go to the xero marketplace to start with...https://apps.xero.com/uk/search?q=cash%20flow%20forecasting
7th May 2020
You're welcome. Im afraid its still the same for me on the Barclays front.I've decided to open up a Starling Account and see if they will be quicker. I have twitter conversation and they have been super keen to help and support.
7th May 2020
Talking to some other banks it looks like they have released loans in batches. Potentially first come , first served. Im still seeing a lot of people waiting for loans to appear even if they have been approved. Or they have sent their paperwork in and not heard back. Calling banks now, the delay on the phone can be hours. Very frustrating. Perhaps we will hear more about this on Sunday - the next announcement. Staring are suggesting if you open an account with them, you can then register your interest with the BBL's. This may be the quickest way to get funds.
5th May 2020
Hi, I have sent a DM.
12th Mar 2020
I hear what you're saying. At the time of setting up, as mentioned above, the software choices were limited. Not many of them were 'ahead of the game'. I went with the ones that worked for me. Obviously today, there is a lot more choice and a lot of products with awesome functionality.
12th Mar 2020
Yes, I agree with functionality over price also. At the start, there wasn't much choice. As the app market grew and I added more, price became an issue.
WFM - I guess it depends how you use it. It works well for us. I create recurring jobs for the services per client and customised the client page. I dont have time sheets in the business, so that part we don't need. I can understand why it wouldn't work for a larger practice, but for us it works well. I definitely didn't want to use spreadsheets at the start to track workflows.
If you don't mind me asking, what software do you use?
5th Nov 2017
Just reading through all of these comments, and I find it interesting to read about which one is best and who prefers what.
The competition between them is great and I’m sure there will be a lot more that develop and add on in the future. Over the past 6-7 years I’ve enjoyed watching the software products grow and in particular, add super exciting features to help with building in more efficiencies into the business.
What I have learnt over time is to work with products who genuinely listen on how to improve things.
Ultimately , you want to use the product as easily and possible. The main focus is the customer. You don’t want to worry about how something isn’t quite right. Isn’t that the point in why we bring them in? This is a great article and I enjoyed reading it. Choosing the software, I look to see how well a simple solution to a problem is fixed and not ignored.
When I set the practice up in 2015, I selected Practice Ignition. It was user friendly and super easy to set up. I didn’t need to call the team to do this. To me, this is really important. Since then, I have spoken to the developers, for example , with cool things that will help me... and they listened to that. Little things have been implemented that has made a difference. If they can’t develop and implement small changes ,it could be a product that could potentially end up failing. Which would concern me and I wouldnt want to invest time, then a few years down the road, have to select a different platform.Investment is important.
But choosing a product, you go with one that suits your business. I like mine to be simple and straight forward. Others may like it more detailed and various options. GP offers the detailed version with PDFs, where as PI, it’s contained within a link.
However. They are all fab and it’s great that they all want to help Accountants!
26th Jun 2015
Ive invested time in getting to know different cloud products such as Xero and the Add-ons. Receipt Bank, Spotlight, eWay, Stripe, GoCardless, Vend, Unleashed, Chaser, Tripcatcher etc. All these assist hugely is automating systems for my clients. I integrate the products also, based on their needs and requirements. There are so many products available for all the different industries, its pretty hard not to have at least one available for them. So far, not one of my clients have asked to go back to their former systems. I clearly don't want to drive away clients, but this is the path that I have chosen for my business. I have attracted technology based firms and start- ups.
I would equally like to know how I compare to other practices, startups etc. Perhaps a follow up will be a good idea in say 6 months /1 year. If people don't mind sharing their facts and figures then thats great.
25th Jun 2015
This is exactly the direction I wanted to head in with my new firm. I can provide my clients with real time financials 24/7.
Products like Receipt Bank enables firms to carry out a processes in a much quicker time, therefore being more profitable.
As an accountant, if you can be at the front of this change, rather than your client asking you about these products, you are putting your self in a much better position.
Not only do I talk about taxes and accounts, but I assist clients in streamlining and revolutionising their back offices.
24th Jun 2015
After the first month of trade, I converted 10 new clients. At the end of the first quarter, this is now 20. I have attracted technology based firms. Majority of which I can carry our research and development claims. Im based outside of London so the fees are generally a little lower. The average fee per client - £2.5k.