01 Jul 2019 1:23 PM

A client who really enjoys doing his accounts.

Our client, an advisory business, was using spreadsheets and very old desktop software to perform his company’s accounting function.  This meant a great deal of time consuming manual entry and often resulted in mistakes which were tricky to correct. When it came to submitting VAT returns, errors multiplied and the process became over complicated.

All it took was a call from the partner looking after the client to arrange for one of our Xero accounting team to drop by and show him how Xero could make his life so much easier.

Our client was overjoyed to see the perfect solution to his accounting problems. Our team of Xero specialists arranged the migration of his accounting information onto Xero and trained him and his staff how to use it. The training videos and Xero Central provide useful support to users.  They were up and going in no time.

Our client tells us he now looks forward to doing his accounts and finds Xero intuitive and user friendly. The main benefits he tells us he enjoys are

  • Better cash flow planning, Xero keeps track of outstanding invoices automatically so he knows what he owes and what is owed to him.
  • Automatic reconciliation of bank feeds, bank balance and credit card balances now agree to the statements. No more missing transactions.
  • VAT Returns are calculated automatically and an option to make changes to the incorrectly coded transactions quickly.
  • Making Tax Digital compliant, VAT returns can be submitted in one click
  • Ability to link billable expenses to the sales invoices automatically, leading to more accurate accounting and ensuring all expenses are recharged.

Our client can access financial data 24/7, knows how the business is performing in real time and can produce meaningful P&L and balance sheet reports. In fact he enjoys Xero so much, he has signed up his other business to Xero.

If you would like to know more about how Xero could make a difference to your business please contact our Xero team to talk about your needs or to arrange a demo of Xero.