Xero Software - How we can Help You

xerocloud accounting software

presenter: Steven Kassulke

current software and systemswhere at now?

cloud accounting softwarebenefits

save time – freeing you up for more customer time, or personal time

simplify your record keeping – so you can see your financial position clearly

increase the accuracy of your records – to minimise BAS reporting errors, etc.

access anywhere, anytime – “cloud” computing. available on certain devices also

save time – freeing you up for more customer time, or personal time

simplify your record keeping – so you can see your financial position clearly

access anywhere, anytime – “cloud” computing. available on certain devices also

increase the accuracy of your records – to minimise BAS reporting errors, etc.

xeroexperiences so far…

“xero is going really well, I am sure there are tips and tricks I could improve on ... Even now, though, it is really good, simple, easy, and my coding reports are going much quicker. The interface with my invoicing is also AWESOME.”

O’Connells OBM:•Improved automation of accounts payable and coding•Ability to develop helpful management data – for monthly meeting

your choicehow to use the software

key features driving the benefits

data feeds - enters bank transactions directly from bank

in-built smarts / rules / memorisations - to help with bank reconciliation process

tagging concept - smart internet banking = less data entry

dashboard screen – one page with all key data

invoice creation / expense items - functionality similar to MYOB

making the switchinformation + timing

suggested timing:-Cut over date – end of a quarter once finalised the BAS – to kick start from 1st of next quarter

Some of the information required:

CSV file

current accounting software file

bank account / credit card details

implementationhow we can help

set-up - bank feed, chart of accounts, history

configure - rules / automatic coding items to get software functioning efficiently

train - smarts around Internet banking and driving efficiencies through this software

support – offer ongoing support and assistance

review – bed down and iron out 3 months later

pricingset-up + software

please contact us

?Are you: •Interested in seeing a demonstration?•Wanting to know how the software would be applicable to you and save you time?•Wanting to transfer over to Xero?

Feel free to contact:Steven KassulkeSenior AdviserP: +61 7 3233 6422steven.kassulke@oconnellsobm.com.au