Today, more businesses than ever use cloud accounting software, and due to its great range of features and excellent reputation for helping business owners seamlessly manage their accounts, Xero is certainly one of the most popular options.
However, with technology developing at an astonishing rate and new tools being regularly rolled out, ask yourself the question: Could I be making better use of Xero?
If the answer is yes – now would be the perfect time to take a deeper look at your Xero software to find ways to optimise your usage.
Time to consider a Xero health check!
If you’re wondering where to start with understanding more about Xero’s additional features and how these might work for your business, we can help. Our expert cloud accounting team would be happy to work with you to deliver a full Xero health check, which includes the following.
Initial scoping meeting
Held either remotely or in person, we’ll meet with you to fully understand your business and current Xero software package, find out more about how your team uses your software and identify any extra insights you’re looking to get from Xero.
Review and recommendations
One of our Xero specialists will then complete a detailed review of your current Xero system and prepare a report of findings to outline any recommendations or suggested changes to your software or processes that we think will help you achieve your Xero goals.
As part of your health check, we’ll also look at the data you hold in Xero, identifying any issues with current postings, nominal code setups or bank integrations.
As an example, your report could include the integration of a data capture app such as Dext or cashflow projection software to support you in planning for the future such as Futrli.
More about our Xero health check
Our health checks are open to all Xero users and businesses of all sizes – regardless of whether you are an existing PM+M client or not, we would love to help you in making better use of your software.
To arrange a health check or find out more about what our service will provide, please get in touch with a member of our cloud accounting team via email at firstname.lastname@example.org.