“I’m ready Lisa, but I’m freaking out... What do I need to do before we tackle the books?”
- You, probably.
Great news! You need less than you think. This free checklist is all you need to prepare for our Bookkeeping Strategy Sesh, and only if you really wanna… It isn’t required!
RELAY - Business Banking
You won't find a better bank if you follow Profit First! Even if you don't, this online bank is the best I have found, and no fees! Open an account in less than 10 minutes.
CHASE - Business Credit Cards
The only business credit cards I will personally use. The best rewards with no annual fee, and easy accountant-only access which is important to me and my clients! #IYKYK
🏦 Bank Feeds
Xero can automatically bring in bank transactions from your business bank accounts and credit cards daily.
My favorite bank is Relay Financial for SO many reasons, but especially because of their partnership with Xero 💞
💫 Software Integrations
Xero has over 1000 different apps, add-ons, and integrations with software such as Stripe, PayPal, Dubsado, Square, and more. Many of these apps can be set up to automate time-consuming tasks to make your admin easier!