Xero™ Setup and Support Services
Xero™ is quickly gaining popularity among small business owners looking for a user-friendly cloud based accounting software. From simplified invoicing and inventory tracking to detailed reporting and a convenient dashboard, this handy tool offers all the features you need to organize and manage your business finances.
As with any small business accounting program, getting Xero setup properly can be a little tricky if you’re not tech-savvy and an accountant. That’s why we perform the initial setup for all of our business clients. As a certified Xero partner, we’re trained and qualified to make sure your data is being collected properly so you can monitor expenses throughout the year and easily file your taxes at year-end.
At d.f. o’brien & co, we encourage our clients to contact us for Xero support when questions arise. We can show you how to enter complex transactions, create invoices, and troubleshoot problems. If your data is not adding up but you can’t locate the issue, reach out to us for help and we’ll get you up and running again in no time.
Xero software setup
Initial setup to map accounts correctly
Creating custom templates for invoices
Responsive Xero support by phone or email
Advice on time-saving shortcuts
Data file review and clean up