We love Xero! It’s the cornerstone of effective financial record-keeping for many of our clients. With its best in class features, incredible versatility and wide array of apps, it’s the platform of choice for growing a connected a forward-thinking business.
Getting started with Xero
You don’t need to worry about downloading desktop software, or storing anything on in-house servers. Xero securely stores your data and can be accessed via the cloud. All you’ll need is an internet connection. Before you begin the setup process, you’ll need to gather the following items:
Top tips from our champion advisors
here’s so much to offer from Xero. There are hundreds of apps integrated to support your business and add even more value to the core platform.
Even still, we’re here to support you as you make the switch to this incredible platform. With that in mind, here’s 3 top tips to consider when setting up Xero.
Reconcile your bank account
This is crucial in making sure you’re looking at an accurate account of your business and its performance.
You can also compare your bank statements with this report to be certain that the correct information has been imported.
Reconcile your bank account
This is crucial in making sure you’re looking at an accurate account of your business and its performance.
You can also compare your bank statements with this report to be certain that the correct information has been imported.
Reconcile your bank account
This is crucial in making sure you’re looking at an accurate account of your business and its performance.
You can also compare your bank statements with this report to be certain that the correct information has been imported.
I’m ready to start!
If you’d like a helping hand getting started with and maintaining Xero and all the great features that come with it, feel free to contact us today to speak with one of our friendly experts.
Still a bit unsure about the process?
If you’re still considering cloud accounting, it’s worth knowing about everything Xero has to offer and how it’s simply the start of growing a global business.
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