Bank Rules in Xero. We love this feature in the Panthera office – it allows you to smartly code up how Xero deals with bank transactions that occur regularly on your statement. We use it for bank interest, monthly insurance payments, telephone bills and loads more.
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.