Xero & cloud accounting

Modern tools that help you plan effectively

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The last few years has seen a revolution in cloud accounting software – which means this is the ideal time to take advantage.

As well as lots of fancy apps and tools out there for your smartphone and laptop, there is also the government’s Making Tax Digital process to consider. Meaning that if you are VAT registered, you should give very serious consideration to using a cloud based accounting system.

The tool I recommend is Xero – and I have trained in its implementation. So I’m ready to help any small business get the best out of it.

The advantages of Xero are:

  • stay on top of your cashflow wherever you are
  • send online invoices via mobile app or laptop
  • know who you need to pay and when – schedule payments so you never miss a deadline
  • get up-to-date transaction data sent securely to your accounts, straight from your bank
  • integrate payroll functionality, making pay runs a doddle
  • replace manual bookkeeping by integrating Xero with your bank account – saving hours of keying in figures
  • reconcile 100s of bank statement lines at a time – literally in seconds

Trained Xero practitioner

As I have trained in implementing Xero, I can help you gain the benefits from the software while running your business.

This would include:

  • converting your current spreadsheets to the new system
  • finding you a document management solution
  • setting up sales invoices
  • linking to your bank accounts
  • setting up the right kind of reporting to help you run your business

Link in with your current systems

You may have software that is critical to your business that you wish to retain. It may have some finance functionality eg raising invoices, time on jobs etc. I can work with you to ensure that Xero works as an enhancement to your current business software. Xero can ensure that your cash flow is well managed, income collected on time and suppliers paid painlessly. With its user-friendly reporting, I can set up easy to understand reports that will help you understand how well your business is doing. With timely and accurate information, you can make informed business decisions and drive success.

Finance Director

Supporting growing business

Xero & cloud accounting

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Peter Winckles Limited is a company registered in Scotland. Registered No. SC587626. Registered Office: 1A Torphichen Street, Edinburgh EH3 8HX

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