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Bin the spreadsheets, Start using Xero

Bin the spreadsheets, Start using Xero
Monday, December 07, 2015

Bin the spreadsheets! Are you still logging your financial information using Excel? We can save time and get better data from Xero. And because Xero has direct bank feeds you don’t waste time ticking off a paper bank statement to your spreadsheet – only to find you’ve missed something and have to start all over again! Don’t waste your Christmas evenings staring at a spreadsheet – let Xero take the strain of your bookkeeping. 

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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