Training and oversight on best practices to keep the numbers on point and your team continually improving.
Training doesn’t stop after setup!
Xero releases hundreds of updates a year, and there are constantly new features and add-ons that can help streamline your accounting. Which means, we can continuously improve your accounting system even if we aren't the ones reconciling your books. We want to be there for you long term to support you and help you grow.
All of our clients have a seamless handoff to a dedicated accountant to provide the following:
We don’t leave our clients hanging. At the very least you will have a dedicated resource with all of the above for a flat monthly fee. Most of our clients have some level of additional services built in, like weekly account reconciliation and some level of CFO business advisory.
Need a solution and training to further automate your business?
Here is a short list of the solutions we can set up right away or later when it makes more sense. We will include setup, training, and integrating it with Xero for a flat fee, and then bundle it into your ongoing accounting package.
With Xero and it’s eco-system of hundreds of add-ons you are never stuck with what you have, and advancing your systems is a lot less painful when you have options and advice. We will provide the tools, best practices, and our time and resources to provide you with whatever level of support or outsourced ongoing services you need. You and your team can focus on producing and will have more time and readily available information to run the business.
We will feel your pain before you do, and will make suggestions when it makes sense. There are tools that can help every business, and then very specific tools depending on your industry and specific needs. We’ll help you find and adopt them when and if they make sense.
Want to tell us what you think you need, and hear how we can help?
Click the button below to setup a call to talk with our Client Success Team.
Do you want more free time to grow your business, or simply enjoy life?
We understand that every company’s needs are different, which is why we offer customizable bookkeeping packages made just for you. No matter what kind of bookkeeping support your company needs, whether it be bank and credit card reconciliations, or simply a go-to source for support & questions; we’ve got you covered.
Included in our Self-Service Package is a monthly review of your Xero account, reconciliation evaluations, report publishing, and unlimited phone & email enquiries.
Our customizable monthly packages can include all of the above as well as whatever else you happen to need. This could include bill pay, payroll, expense reporting, and much more. You can have whatever you want and only pay for what you need, when you need it.
All of our packages are fixed with a monthly price. That means no surprises.