Xero is our main in-house software provider and we love it! Find out a little more about Xero and why we chose them to partner with…

Xero – Who are they and what do they do?

Xero was founded in 2006 in New Zealand by Rod Drury, with the intention to change the game for small business. One of the fastest growing software companies globally, Xero leads the New Zealand, Australian and UK cloud accounting markets and has a team of more than 2,700 globally. There are 2 million + subscribers worldwide using this software.

Xero allows you to work flexibly online anywhere and allows you to work closely with your advisors.

Features include:-

  • Invoicing
  • Inventory management
  • Payroll
  • Bank reconciliations
  • Paying bills
  • Keeping track of expenses
  • Preparing your GST returns
  • Collecting payments from your debtors
  • Xero can be configured specifically for farming and agricultural operations

Why did we change?

The writing had been on the wall for some time, the system we have used for the past twenty years had an expiry date.

We have been working with xero for a number of clients over the last 4 years and found their software to be incredibly reliable. It has great functionality, proven support when needed and they are continually investing in ongoing development.

Xero allows us to get better data and reporting for our clients.  This enhances our ability to work beside you so that we can both understand your business metrics, and numbers. We can then help you design and navigate a plan for your business and financial success.

Xero is a cloud based system which means we can log in and access the same information that you see at the same time. So if you have an issue with anything that you are doing in regards to your finances, we are able to provide real time support to you to help resolve the issue.  This not only saves you valuable time, but also gives you peace of mind and security that things are being taken care of when needed. An example of this might be your GST return, and ensuring that you are not paying more than you need to.

Xero also has the ability to provide up to date reporting on everything you need to manage a business or farm, and understand your finances. You will be able to get insights into your cash flow, profit & loss, debtors, creditors, and balance sheet on a daily, monthly & quarterly basis. We will teach you how to read these reports and understand what the report is telling you. This allows you to take action as and when needed.

We see moving to Xero a win / win for both our clients and ourselves.  It is going to allow us to provide extra value and knowledge to you of your financial numbers and how they align with your future plans and goals.

 

We are here to make business accounting simple for you

In the future we will be holding Xero masterclasses for our customers to ensure they are getting the most out of their Xero systems… watch this space…

 

How do I get started?

All we need from you is to sign the Xero Bank Authority Form which you will receive from us.  We will then take care of the rest.