![]() Xero spends about a gazillion pounds a year on marketing (give or take) so business owners are being prepped on what software they want to use and they’ll go looking for a bookkeeper who can use that software. The opportunities are endless.Ĭlients will come to you. You can use Futrli to provide your clients with dashboards that will update in real time. Now your clients can use ReceiptBank to send you their purchases electronically. Forget the image of a bookkeeper being a data entry clerk. The Xero App ecosystem can transform the services you can offer to your clients. Xero has six different options from ledgers to cash books through to multi-currency versions, so there is something to suit every client. Equally, just because you and your staff are happy to work on purely compliance tasks doesn’t mean that the advisory role is out of reach. Just because you work at your kitchen table and you fit your jobs around the school run now doesn’t mean that will be the situation forever. Xero are regularly updating the software to make it faster to use continually helping you to streamline your bookkeeping processes. You can set up bank rules to make it even easier. Using the cash coding option will power through bank transactions. The bank reconciliation on Xero is like playing Snap. Plus, you can become an Xero partner and take advantage of their free certification training and ongoing support. It doesn’t need to be fully set up before you start using it, which is handy if you are on a tight timescale. You can start using the software with as little as a bank account opening balance. They care more about the functionality and useability. Don’t be influenced by whitelabeling: Choosing accounting software simply because you can whitelabel is not enough – because in my experience, your clients really don’t care.Make your decision based upon efficiency and functionality. Don’t choose based upon price: As with most things in business and life, this choice will have the best results when you look far beyond the cash cost.Don’t choose based on familiarity: It’s a real trap (which many bookkeepers fall into) when you move from one SAGE or QuickBooks product to another simply because your prior experience leads you to think the online version will work in the same way.This negative experience has resulted in three simple rules I would encourage you as a bookkeeper to follow when choosing your accounting software: This was short lived and we now use Xero exclusively. When moving over to a cloud-based model, my first instinct was to change to QuickBooks Online. When I started Fresh Financials back in 1999, we used the desktop version of QuickBooks. ![]()
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