Making Things Easy

Save time and money with Xero. Xero financial management software was created with small to mid-sized business owners like you in mind. Xero has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, Xero handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows. 

Benefits include…

  • Save time by dealing with common tasks automatically. 
  • Generate and customize reports with ease. 
  • Easily customize and adapt your setup so that it will work the way you need it to work for your business. 
  • Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.
  • Manage invoicing and payments online — No more check-in-the-mail syndrome.
  • Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.
  • Pay bills online by setting up your current bank account in Xero. Write checks in QB, click a button, and your financial institution does the rest. 

“Hassle-Free” Setup

Let us set up Xero for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up Xero for your business, you won’t lose any time on installation and setup of the system. 

We will…

  • Review your current accounting system and determine your needs, including the setup and design of your Xero accounting management software.
  • Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • Enter any transactions as of your start date into the Xero system.
  • Train you or a member of your staff to use Xero to meet all of your accounting and financial management needs.
  • Follow-up training to make sure the system is working seamlessly for your business.
  • Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Training for You and Your Staff

The quick and simple “fix” to any potential Xero problems. Our one-on-one instruction is the perfect way to begin your Xero experience. No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your Xero setup for the smooth operation and efficiency of your particular business. Our expert provides training on the Xero software, increasing efficiency and knowledge of your new accounting method immediately.

Reset Your Xero

Does your bookkeeping need a little housecleaning? If you have eased your way into using Xero and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

If you currently work with QuickBooks, and your office would prefer to continue working with Quickbooks; ATAX CAPITAL BLVD can provide you and your staff with Quickbooks assistance.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Making Sure Everyone Gets Paid in Raleigh Business Partnerships

The first months of 2022 have been somewhat of a whirlwind. And while people everywhere are breaking out the deep cleaning sprays and scrub brushes to get a little springtime sparkle, you might want to be thinking about a similar process for your business. You know,...

Business Budget Basics Raleigh Owners Should Follow

Well, it’s now *officially* spring. Of course, that means the end of those cold winter months and the start of warmer, longer days, but it also means the possibility of disruption and stormy weather (especially in the south this week).And while we sure do love...

Pointers From ATAX CAPITAL BLVD For Handling Business Debt

While we all helplessly watch the war in Ukraine, we are also seeing the toll it’s extracting on our economy… and small businesses. Oil prices are skyrocketing and supply chain disruptions are becoming regular fare.The shock of the last two years hasn’t really worn...

Best’s Tips for Successful Mergers and Acquisitions

With the events of the past week and whispers of world war, it’s pretty easy to get caught up in the non-stop fear cycle. Watching a full-scale invasion of Ukraine, anxiously waiting to see if China will invade Taiwan, hearing Turkey issue threats to Russia if they...

Business Bank Account Basics for Raleigh Business Owners

Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your Raleigh business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your FAMILY – is...

Small Business Mentoring For Your Raleigh Business

Did you know that about 20% of small businesses fail in their first year? That’s a daunting statistic for anyone starting a new Raleigh business. And, even scarier, is the reality that companies with owners younger than 30 are even more likely to tank....

Succession Planning 101 for Raleigh Businesses

Whether you’re partial to the Olympics or American football, this past week has brought some great athletic entertainment to many Raleigh homes and businesses. As we speak, the U.S. has managed to grab 16 medals – 7 of them gold. Among those gold medal winners...

Saving on Office Space for Your Raleigh Business

Office space can be a big part of owning your own business. It can be a pretty big expense, too… And of course, the past two years might have changed how you do business in that Raleigh office – a lot. Maybe you have more people working from home. Maybe you’ve...

Raleigh Businesses: Here’s How to Deal with Negative Reviews

With all of the extra year-end bookkeeping and tax matters your business is trying to tackle right now, a social media storm is the last thing you need/want to deal with. But it's sadly the sort of thing that will not go away by itself. And how to deal with...

Financial Planning: One of the Best Employee Benefits Raleigh Businesses Can Offer

This past weekend’s NFL playoff games were maybe some of the best post-season games to watch in a long, long time… with some of the most unexpected outcomes. Who would have believed that all but one of the top teams from the regular season would be unseated from a...