Published on January 24, 2014
xero cloud accounting software presenter: Steven Kassulke
current software and systems where at now?
cloud accounting software benefits
save time – freeing you up for more customer time, or personal time simplify your record keeping – so you can see your financial position clearly increase the accuracy of your records – to minimise BAS reporting errors, etc. access anywhere, anytime – “cloud” computing. available on certain devices also
save time – freeing you up for more customer time, or personal time xero simplify your record keeping – so you can see your financial position clearly experiences so far… access anywhere, anytime – “cloud” computing. available on certain devices also increase the accuracy of your records – to minimise BAS reporting errors, etc.
“xero is going really well, I am sure there are tips and tricks I could improve on ... Even now, though, it is really good, simple, easy, and my coding reports are going much quicker. The interface with my invoicing is also AWESOME.” O’Connells OBM: •Improved automation of accounts payable and coding •Ability to develop helpful management data – for monthly meeting
your choice how to use the software
key features driving the benefits
data feeds - enters bank transactions directly from bank in-built smarts / rules / memorisations - to help with bank reconciliation process tagging concept - smart internet banking = less data entry dashboard screen – one page with all key data invoice creation / expense items - functionality similar to MYOB
making the switch information + timing
Some of the information required: CSV file current accounting software file bank account / credit card details suggested timing: -Cut over date – end of a quarter once finalised the BAS – to kick start from 1st of next quarter
implementation how we can help
set-up - bank feed, chart of accounts, history configure - rules / automatic coding items to get software functioning efficiently train - smarts around Internet banking and driving efficiencies through this software support – offer ongoing support and assistance review – bed down and iron out 3 months later
pricing set-up + software please contact us
Are you: •Interested in seeing a demonstration? •Wanting to know how the software would be applicable to you and save you time? •Wanting to transfer over to Xero? Feel free to contact: Steven Kassulke Senior Adviser P: +61 7 3233 6422 email@example.com ?
Use Xero accounting software to ... QuickBooks was just OK until we got busier. I feel confident about Xero ... (contact firstname.lastname@example.org if you need help).
1. xero cloud accounting software presenter: Steven Kassulke. 2. current software and systems where at now? 3. cloud accounting software benefits
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