We love Xero, and are proud to be Xero Gold Partners, and are 100% Xero Certified, with Sharon as our dedicated Xero Hero. Put simply Xero is a simple, smart and secure online bookkeeping software, designed for small businesses.
You can manage every aspect of your bookkeeping from anywhere, even from your mobile phone, including raising and emailing invoices; claiming expenses; managing VAT. As your Xero accountant we view the same data that you do, and so can support and advise your business in real time. We are also thrilled that all of our staff are Xero Certified!
We also offer monthly fixed fee packages which include your Xero subscriptions. Find one to suit you here.
Xero has a whole eco-system of add-ons, enabling you to manage every aspect of your business online. We are proud to be Receipt Bank Silver Partners, as well as partners for Vend and Spotlight Reporting. We also use many other add-ons internally. If you are interested in a particular add-on, or have a particular need, give us a shout.
Xero Add-Ons We Love
Xero has a whole family of add-ons, that make managing your business online a breeze. There are over 300 add-ons, but we here are our favourites. We are constantly looking at new add-ons, either for ourselves or to meet clients’ particular needs, so please check back from time to time.
Receipt Bank is a natty add-on that makes recording receipts and supplier invoices super easy. We use it ourselves, as do many of our clients. Not only is it a massive time saver, it also means you will be claiming far more expenses than you previously did, as you can photo them and submit to Reciept Bank on the fly via their app. So massive tax savings too! You can also submit directly from our website
Vend allows you to manage your retail store online, just using a tablet or laptop. There are also hardware bundles available that sync with Vend, including cash drawer, barcode scanner and receipt printer. We have several rural shops in Herefordshire using Vend, who are just loving it.
Spotlight Reporting and Forecasting pulls live data from Xero to produce really powerful but easy to read reports and cashflow forecasts, giving you the clarity to make informed business decisions.
Practice Ignition is a tool that we use to send out quotes, letters of engagements and requests for your records. It is a great online tool for communicating with you, our clients, and for keeping our legal requirements up to date. It syncs seemlessly with our Xero account and with Xero Practice Manager.
Workflow Max integrates beautifully with Xero and allows your business to manage your clients, jobs, time and invoicing online. We use the accountants’ version, Xero Practice Manager, meaning that wherever we are, we have secure access to your data, meaning we can work efficiently with you.
Go Cardless allows you to take online payments from customers without the hassle of a payment terminal and all those costs. Charges are 1% per transaction, maximum £2 per transaction. Click here for our £50 credit when you sign up.
Directli works hand in hand with Xero and Go Cardless to manage direct debits. Once the customer has approved the direct debit mandate, Directli looks to Xero for invoice due dates, and collects the payment via Go Cardless. One less thing to worry about.
Chaser helps you chase your customers to pay their invoices on time; the polite persistence that pays! With them, you can automate the process of chasing your customers. All with you completely in the driver’s seat and replicating what you would do if chasing manually. That way your chasers have the maximum impact in getting your invoices paid.
Neatly connects your Xero account to view a wide range of data important to your business, and compares next to a diverse choice of metrics.
We’re always looking at new add-ons, currently in our sights are Float (cashflow app) and Sqrl (to manage client info requests).
If any of the above are of interest, please give Sharon a shout for more info.