Xero

 

Change to Xero and quickly experience the value it adds to your business – and to how you work, what you work on and where you work on it.

Xero transforms how you do business – and that’s why we love it so much. Easy to use and perfectly scalable, you’ll quickly be working smarter and faster, saving you time and money – and wondering why you didn’t make the switch earlier! Xero gives you a better overview of your finances and a real-time snapshot of your current financial position.

And because Xero is run online, you can use it anytime, anywhere, from any device with an internet connection. All with the added benefit of nothing to install and automatic backups and updates. You’ll also have a host of Add-ons at your fingertips – all giving you endless possibilities to take your business to the next level – and another great reason to change to Xero.

Easy does it online!
  • Stay connected to your data, your team and advisors with multi-user access 

  • Say goodbye to manual data entry – and hello to a smarter way of working 

  • Get on with business with free and instantly available updates

  • Secure data that lives safely in the cloud, not on your hard drive

 

 

Reconciled in an instant
  • One click to reconcile bank, PayPal or credit card transactions 

  • Get creative with custom bank reconciliation rules for more complex transactions 

  • Access to real-time data for better business decisions

 

Online invoicing for on-time payment
  • Instant online payment with just one click 

  • Keep track of when your invoices are opened 

  • Customised invoice templates so your business looks the part

 

 

 

In 2015 we introduced  Xero  as a choice for our new clients and have witnessed a surge in enquiries. In November 2017 Sums and Solutions achieved Xero Bronze Partner status. A link can be found here to our Xero directory listing https://www.xero.com/au/advisors/bookkeeper/2016/sums-and-solutions-pty-ltd/ 

 

Roslyn Taylor, Managing Director is a Certified Advisor for Xero and has Xero Payroll Certification. She offers Xero training for you and your staff. Sums and Solutions services include setting up  new business Xero files with a chart of accounts designed specifically for your business and payroll. It is important to get the GST codes assigned correctly right from the start to ensure your BAS reporting will be correct.

There are many videos on the Xero website that can assist you with your everyday enquiries. The link to their videos can be found here  https://tv.xero.com/

 

Sums and Solutions works together with many accounting firms offering their clients support with Xero training and catch up work. 

Follow the Xero Blog for all the latest news.