We can offer you advice and support to get the most out of Xero.
We work with lots of different clients of different sizes, and in different sectors. As a result, we have a wealth of experience with different bookkeeping packages… however, we noticed a big increase in the number of clients switching to Xero.
We wanted to take the time to get to know this package in more detail, so that we could ensure our clients get the most out of it. As a result, and due to the popularity of this bookkeeping system with our clients, we are well versed in it's abilities and can help you get the most from it.
As part of our initial consultation or annual review with your business we can evaluate your bookkeeping systems and help you decide which bookkeeping solution is best for you. If we recommend Xero, we can then help you to decide which Xero package best suits your needs. Equally, if your needs change in the future – whether that’s a need for more, or less, functionality – we can adjust your subscription accordingly.
One of the options that we like about Xero is its accessibility. You don’t need to sign up for a 12-month contract or pay for training if you don’t want to; if you’re confident using the online resources Xero provide then you can use these to learn at your own pace.
Alternatively, we can offer:
Xero set up and/or migration from your current package
In house training, or training sessions at our office
Xero ‘health checks’ to review how you’re getting on with the software after the first few weeks, and on an ongoing basis, if required
Full bookkeeping service, you your own access to be able to review the management information (see bookkeeping services)
When we prepare your yearend accounts, we will review Xero and suggest any changes that could improve the management information in Xero.
All members of our team are experienced in using Xero for year end accounts preparation, and many team members are working with this package on a daily basis, so have first hand experience of short-cuts and tips that can streamline your processes.