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5 reasons we love our clients to work with Xero

5 reasons we love our clients to work with Xero
Friday, January 16, 2015

  1. It’s collaborative. Because Xero is a cloud accounting app, we’re able to work on it at the same time as our clients, without having to transfer data files, check who has the up to date copy, or wait for the month end. We can log in and answer questions whilst looking at the same screens, even if we’re in different locations. We can take over bookkeeping tasks if they are too busy at certain times of the year.

  2. It’s Real Time. Xero has bank feeds and these have revolutionised the way we do accounting. No more waiting for the end of the month before checking our transactions against the bank statements. We can see how a business is doing right now, at any point in the year. It also means clients don’t have to spend the weekend writing up their books; they can take a little and often approach and always have their accounts up to date.

  3. It’s great value for money. No more annual subscriptions, support fees, or implementation costs. A monthly subscription makes budgeting for your accounting software a breeze – and for most businesses it’s just £20 per month.

  4. It works with Add-Ons. Use other cloud apps such as a CRM system, online shopping cart, or inventory management? Xero plays nicely with other cloud apps such as Salesforce, Zoho, Mailchimp, Debtor Daddy – the list is endless.

  5. It’s written for business owners. Xero is aimed at people running SME businesses and it speaks their language. You don’t have to understand accountants’ speak to use it and the help and support videos are great. It gives you the reports you need to run your business better, and they’re in an easy-on-the-eye format.

It all adds up to a system that we love our clients to use because it allows us to work as an adviser and help our clients to get the absolute most out of their accounting data. We don’t waste time on explaining complicated systems; rather we can get stuck in to helping our clients build better businesses. Call us today to ask about a free trial of Xero and how it could help your business.

Moving to Panthera is easy

It’s a big decision to move accountants. We get it. That’s why we have a clearly defined process in place to make it as straightforward as possible.

Step 1: We have a short initial discovery meeting to understand your needs so we can create the perfect service package for your business

Step 2: You receive your tailored proposal with one simple monthly fee and you e-sign the letter of engagement

Step 3: You provide your current accountant with notice – and you leave the rest to us!

We liaise directly with your previous accountant regarding the transfer of information. We request authority from HMRC to act on your behalf. We handle as much of the admin as possible, so you can get on with running your business – safe in the knowledge that everything is going on in the background. And if there’s any action for you, we let you know.

Contact us to find out how we can help you

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