Xero Setup and Training

At Sutcliffe Graham + Co we use Xero – Xero is an easy to use but powerful online accounting system that’s designed specifically for small businesses. Xero lets you input, access, and keep an eye on your financial information wherever you are.

Xero is very easy to use whether you’re just starting on accounting software or switching from a different product. We’ll help you get set up and put a process in place to make your accounting a breeze, with free initial set up and training for our clients.

Xero can help you with:

• Recording sales: information flows straight from a point-of-sale or invoicing system into accounting software.
• Tracking purchases: business purchase data can be automatically recorded.
• Reconciliation: is quicker and more accurate.
• Invoicing and bill payments: can be automated.
• Filing your GST or Payroll returns.
• Profit and Loss reporting against forecasts.

Xero allows you to work where and whenever you want to. As Xero is cloud-based you take Xero with you on your smartphone, tablet or laptop. Increase your cashflow while on holiday by sending out automatic statement reminders. Sending online invoices and statement is quicker and more effective, you can also track who has opened your invoice.

Xero allows you to collaborate with your accountant, we can access your information instantly and provide you with up to date tax forecasts. We can customise a list of accounting records we require to complete your tax return or just give you plain instant advice, while using the same system.

Xero can grow with you, whether it’s integrating with your email, becoming registered for GST or Payroll or you want to use specialized systems – such as customer relationship management, inventory or industry-specific solutions (such as Vend or Shopify). Xero can upgrade to provide additional services and Xero marketplace gives you the flexibility to create a mix that meets your business’s specific needs.

Stop collecting manual receipts, get rid of the boxes of records in your wardrobe and instead email your invoices and receipts to Xero to store electronically.

As a Xero certified platinum champion partner, we are happy to discuss the benefits of working online with us on Xero.

To find out more – please give us a call on 07 571 0032 or email us at accountant@asandco.co.nz

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