Bookkeeping Services

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.