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Put your eggs in one basket
1 April 2021

The saying goes “Don’t put all your eggs in one basket” but when it comes to the cloud-based platform Xero we couldn’t disagree more.

Gold Partners

We are proud to say that we made gold partners, with Xero at the end of last year. As gold partners, we’re able to use our status to help more small and medium businesses, in a more in-depth way, as our Xero expertise deepens. You can be certain that we have the very best level of knowledge and experience to help you get the most from Xero.

Why Xero?

When running a small business one of the most dreaded tasks is looking after your books but Xero has all the features you need in an easy-to-understand format. If you are a small business these are our top reasons why we think you should use Xero to help your business:

  • Anytime, anywhere

Whether you are at the office, home or even on the road, your financial records are accessible when you need them most with Xero. You can work from wherever you want to, whenever you want to and have accurate results and information at your fingertips. That means doing your bookkeeping is quicker and easier saving you time.

  • Easy set up

When business owners think about changing their accounting system they normally put it in the same category as changing their bank account … hard, time consuming with lots of set up required and probably lost information along the way. Because of this they stick with the same system they’ve used for years even if it’s antiquated, manual, costly and they’re thoroughly frustrated with it!

As trusted partners we are fully qualified to set you up on Xero so you spend less time on the bookkeeping and more time on your business. Once we have set you up our team can help you find your way around the software whether you are new to Xero or need a more in-depth understanding.

  • Improve cash flow and get paid faster

By using Xero you’ll easily be able to create detailed, accurate and automatically updated cashflow forecasts using add-on applications such as Float.

Every business needs to get paid, and with Xero it has all the tools you need to get paid faster and on time. By using Xero’s automated invoice reminders this does the payment chasing for you. Xero will automatically send an email to your customers if an invoice is overdue…..the faster the process, the faster you get paid.

  • Xero add-ons

As Xero experts we like to keep on top of any new xero add-ons and apps (and there are hundreds) but our top three would be:

  • GoCardless: takes invoice payments online and automatically reconciles them with Xero.
  • Float: pulls in all your Xero data to automatically generate cash flow forecasts and help control cash moving in and out of your business.
  • Hubdoc: extracts key information from your receipts, invoices and bills. No more date entry, no more filing.

Look out for our social media posts this month for more information on these.

Xero tutorials

New software can be daunting so we thought we would start putting together some short training videos on how to get the most out of your Xero account. Xero is packed with amazing features that make managing your business finances easier and the more you understand what it can do, the more you’ll get out of it and love it as much as we do. If this is something you would be interested in we would love to hear from you and what type of tutorial would be beneficial to your business?

If you would like to set up your business on Xero and start seeing the benefits then speak to us! We’re confident that Xero will soon become as important to your business as it is ours, streamlining your financial processes and helping you maximise your resources.