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At Xero, our purpose is to make life simpler for accountants, bookkeepers and small companies. And we perceive that there’s lots to get your head round, so we’ve shared three key details about Xero that each new and skilled accounting and bookkeeping customers might not have realised.
Transferring purchasers to Xero might be environment friendly and stress-free
There’s a standard false impression amongst accountants and bookkeepers that shifting purchasers to new software program, like Xero, could be a expensive, time-consuming process. With this in thoughts, you might really feel it isn’t well worth the problem. This, nevertheless, is a fantasy that wants busting.
Xero’s migration options can be found freed from cost, and are designed to make the method as environment friendly and stress-free as doable.
Take Movemybooks, for instance, an easy-to-use, automated service that’s excellent for extra straight-forward migrations, permitting you emigrate as much as two years’ of historic information by following a number of easy steps.
In the meantime, our Companion Consulting workforce can information you thru extra advanced or bespoke conversion initiatives. The workforce is made up of certified accountants from follow and business, who may help you set your purchasers up on Xero, information you and deal with the heavy lifting.
With assist from Xero behind you, migrating a number of purchasers could be a easy course of that gained’t distract you from doing what you do finest: working your follow.
Xero may help you meet the wants of all types of companies
We all know that as accountants and bookkeepers, you could meet the wants of purchasers of all sizes and styles. And also you want a platform that may do exactly the identical. Xero offers you with this flexibility.
In case you’re working with smaller purchasers, you may add them to Xero with Xero Cashbook and Ledger. The latter is an ideal resolution for purchasers on yearly handbook data, whereas our cashbook product is designed for purchasers who use spreadsheets and don’t want invoicing. We even have a plan that caters to those that do and don’t want VAT reporting.
These plans can be found completely to accountants and bookkeepers in follow as a part of our Companion Programme. With these plans, follow workers are in charge of the accounts however might grant purchasers entry to view information and reconcile transactions.
In case you want a higher degree of shopper involvement, we additionally provide a collection of plans priced at totally different ranges :
- Our Starter plan is designed for sole merchants, new companies and the self-employed with limitations on the quantity of invoices that may be despatched and payments entered.
- Customary is sweet for rising small companies, whereas Premium delivers the identical options as the usual plan in addition to the power to make use of a number of currencies.
- Our Final product is good for bigger employers and extra advanced small companies.
Lastly, Xero Go, the brand new free-to-download cellular app, is ideal for UK sole dealer purchasers.
Utilizing Xero Go, they will meet elevated reporting necessities effectively, due to the digitisation of expense data and revenue information supplied by the app.
In the meantime, it’s complemented by an advisor-facing associate plan, providing you with the whole lot it’s good to service your self-employed purchasers and ensure the books are updated all year long. Much more options are coming quickly
Xero’s assist is made up of actual individuals who can deal with your questions
It’s necessary to us that we’re at all times capable of assist our accounting and bookkeeping companions and your small enterprise purchasers. Because of this we’ve got actual individuals readily available with the data and experience to make your expertise with Xero higher.
We’re at all times listening to our companions, and always adapting our companies to verify your wants are met. This consists of counting on people to make sure your journey with Xero is as environment friendly as doable.
That is made up of three parts.
First, is Xero Central. This needs to be your first cease should you need assistance getting began otherwise you’ve acquired a query about something to do with Xero. The truth is, over 95% of individuals remedy their question in lower than three minutes utilizing Xero Central. Our assist technique is content-led, which implies we attempt to reply your questions proactively by means of articles, serving up content material with instantaneous solutions.
In case you don’t discover the reply they’re searching for, you may elevate a case with our buyer expertise workforce to get particular person and personalised assist for extra advanced questions, 24 hours a day, all yr spherical.
Second, is Xero Schooling, the place you’ve gotten entry to a big catalogue of schooling materials and movies that assist with onboarding and unlocking the total potential of Xero. And everybody learns in a different way, so we’ve supplied movies, how-to guides and reside webinars – no matter fits you finest.
Lastly, Xero’s Companion Consultants are certified accounting specialists who can give you the instruments and coaching to assist your follow flourish. Whether or not you need assistance with information migration assist, shopper onboarding or workforce coaching, accountants and bookkeepers utilizing Xero have entry to them – at no further value.
Take a look at this web page if you wish to discover out extra about how Xero is working to fulfill your wants.
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