Xero is a very powerful accounting software that I recommend to all my clients. Although we usually set it up for you, we feel everyone should be in control of their own finances. That means you need to know how your accounting software works and how to read your reports. I know you hire people (me in particular) to do that for you however you know your business better than anyone and that should include your finances. We know things can happen and we want you to be comfortable with your accounting solution. One of my original clients use to ask me “If you were hit by a bus on the way home would I be able to show someone else what was going on with my books?” She did not say this to be mean, but because she knew it was possible and she was not taking chances with her business. Because she was so diligent in keeping an eye on all aspects of her business, she was able to sell it for over two million dollars about 15 years ago, and we still keep in touch.
As part of your set-up for Xero, we will train you and your staff on Xero and we also offer further training as you request it along with online webinar style training sessions we hold about once a month. Sometimes you just need a quick refresher on how to do something. In that case please refer to our getting started page where you will find links to videos on how to do things in Xero. In addition, there are several small business guides that Xero has developed for you including reading your reports and how to market your business. You can also find lots of information in our blogs or simply set up an appointment and ask all your questions. We also offer financial coaching to our clients and an accountability group that will help you stay focused.
Let us know how we can help you and what you would like to see us cover in our blogs by simply dropping us an email.
Thank you for letting us serve you.