CRM partners with Xero - Online Cloud Accounting Software

We recognise that more business owners wish to connect and collaborate online with the benefits of cloud accounting.

To support our clients and business owners using the cloud accounting software or wishing to start using cloud accounting software, we have become Xero Partners. We are still Sage Accountant Partners, but wanted to provide options to suit each and every business.

Cloud accounting software such as Xero, allows you to:

  • Run your business from anywhere - Access your business finances anytime, from any internet-connected device – phone, tablet, or computer.
  • Understand your real-time cash position - Know how you’re doing financially with daily updates from your bank accounts and credit cards.
  • Collaborate with your accountant, bookkeeper and team - Invite your advisor to collaborate with you on your business in real-time. And give your staff access to the areas they need to do their job
  • Get paid faster for better cash flow - Easily create and send invoices with online payments and invoice reminders for quicker payments.
  • Protect your business data - Xero backs up your data and protects it with multiple layers of security including industry-standard data encryption and secure data centres. We also offer two-step authentication as an additional layer of protection for your Xero account.

 

Essential Xero features

Below are some video tutorials providing an outline of the features regularly used in Xero. 

Introducing Xero

Bookkeeping (Day to Day) 

The Xero Dashboard - providing real time insights

Bank Reconciliation

Using Inventory

Contacts

Online Quoting

Entering Sales Invoices

Purchase Bills

Xero Mobile - using Xero on the move

Entering Expense Claims

The App Marketplace - 500+ add on partners providing a world of possibilities

 

If you would like to know more about Xero or the support we can offer, then please do not hesitate to contact us.