“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!
Xero is easy to use
Xero is very user-friendly and easy on the eyes. This makes it great for our team to work efficiently to make sure your data is always accurate and up to date!
Multiple users can be added, and we often suggest that our clients invite their tax preparer as well. Access levels are fully customizable, including for members of your own team!
🦋 Pretty Reports
Using Xero means you will have amazingly customizable reports.
Our team loves to customize these reports to group certain items together for ease of use, add helpful equations for actionable data, and quite honestly, they just look so freakin GORGEOUS 😍
We would LOVE to create some beautiful reports for your business!
☁️ Cloud Accounting
MODERN is a word that comes to mind when I think of cloud-based software, and Xero is no exception!
This means that your data is backed up automatically and securely, so you will never lose it. And even better, it can be accessed anywhere at any time, either via the web browser or the app.
🏦 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!