By working with you to set up and fully utilize Xero, we can transform the way you manage your finances. Xero simplifies even the most complex tasks, gives you clear visibility into your financials, and provides real-time insights. This means I can offer you more proactive advice and tailored solutions to help your business thrive. With my expertise and Xero's powerful features, you’ll have more time to focus on what truly matters—growing your business and staying on top of your financial health. 

Invoicing and Billing

With Xero, I’ll make sure your invoicing and billing process is simple, streamlined, and fully automated. Allowing you to focus on growing your business while ensuring you’re getting paid on time.

Invoicing and Receivables:

I’ll help you create and manage your invoices. You’ll always have a clear picture of what's been paid, what’s overdue, and what’s still outstanding. I’ll help you monitor your cash flow and stay on top of unpaid invoices.

 Add/Edit/Approve Bills: 

 I'll help you use Xero to add/edit/set up/approve various bills for your company. I will keep track of your bills and pay your suppliers on time. 

Create/submit/issue/send/cancel various Purchase orders:

You will always know exactly what has been ordered, received, and paid for, and have the confidence that your financial  records are accurate and up to date.

Set up various Chart of Accounts:

I will work with you to ensure your Chart of Accounts is set up for success from the start. I can assist you in categorizing your transactions accurately and grouping related accounts together, making it easier to generate meaningful reports about your business.

Creating Credit Notes for product returns:

If you receive goods from a supplier that you reject (due to damage, incorrect items, or other issues),I can help you create purchase credit notes to reflect the rejected items. Same goes when a customer returns a product, I’ll help you in creating a credit note in Xero, which will automatically update your sales revenue and inventory to reflect the return accurately.

Add/post manual journal entries:

I can assist you with recording expenses, liability accruals, or processing prepaid expenses, ensuring accuracy and efficiency.

Financial Reporting:

I will help you create financial reports that are suited to your business needs. Whether it’s cash flow, profit & loss, or balance sheet reports, we can set them up to give you a clear picture of your business’s financial health.