Xero Accounting Software: Set-up, Training and More

Xero is a rapidly growing accounting software application for small and midsize businesses. It is completely cloud-based, which allows for access from anywhere at anytime and real-time data with unlimited users. Online invoicing, easy bank reconciliation, reports and a mobile app are among some of the other great product features. Our Certified Xero Partners can help you decide if this software is right for your business and provide set-up and training.

Starting a New Business?

Starting a new business can be overwhelming. We can help you turn stacks of receipts, bank and credit card statements, and bills into valuable reports that will assess the growth and development of your business. By working with us to make good decisions early on, you will lay solid groundwork for the future of your enterprise.

Have an Existing Business?

Already using an accounting software or system? Xero may be better for your situation. We can help you determine if the software fits your specific needs. And don’t worry about transferring records. We can help you transition.

Our Xero Services Include:

  • Xero Training and Set-up – We’ll tailor training to your specific needs, saving you time and assuring expandable capabilities as your needs grow.
  • Maximization Program Features – We can show you how you can save time and money using Xero’s features.
  • Adjustment of Inaccurate Books and Records – After implementing Xero, you may have questions about item classification, adjusting incorrect balances, and viewing reports. We are able to use your file to make adjustments while allowing you to work concurrently at your end.
  • 3rd Party Add-ons – Xero is written on an open architecture platform, which means it’s designed to make it easy to add, upgrade and change components. You’d be surprised at the number of apps available that integrate with Xero. So if your looking for Xero to do more, we can help you find out if there is a solution available.
  • Seminars and Webinars – Learn more about Xero by attending our seminars and webinars.

The professionals at Weltman Bernfield welcome the opportunity to be an active partner in the success of your company. Contact us for more information.