Getting the most out of Xero

Are you still using spreadsheets or manual records and thinking about using Xero instead?

Are you using an outdated software and thinking about moving to Xero?

Have you started using Xero, but aren’t getting the benefits you thought you would?

Are you using Xero and now wondering how you could link it with other tools to make you more efficient?

As a business owner you have probably heard about Xero or you may have even tried it already. Xero is a terrific tool for maintaining the financial records of your business, with online training and support widely available on the internet which explains every function.

Judging from our clients’ everyday questions (and mistakes) we thought we should use our years of experience in Xero to give you a flavour of what is possible and explain in more detail a few key areas that you should look at to make sure you get the best from it.

At the end of this post you will find a downloadable technical guide compiled by us in order to give business owners like you a pragmatic view on what to expect when you set up Xero to run your business. Think about it as a comprehensive free consultation as we would give to our clients.

In our Xero Guide we are describing the things to think about during set up in order to avoid common DIY set up errors; some of the key functions that will help you to use Xero to its potential; and briefly discuss why in some instances it may be bookkeeping that is the problem rather than Xero. Finally we will tell you about a few tools which may start you on your way to building an integrated system with Xero at its core.

We hope you will find our guide useful and in case you have any questions please give us a ring and we will be happy to answer all your questions.