Portt & Co

Already using Xero

We understand that you want to get on with what you do best, while sleeping easy in the knowledge that your business finances are being looked after.

Our certified Xero experts are on hand to do just that. You will be appointed a dedicated account manager, who has a detailed knowledge of, and genuinely cares about your business.

Our bookkeeping service will be tailored to your needs and you can select as many or as few of our services as you need with complete flexibility over adding or removing services at any time.

Our simple 6 step process to accounting bliss;

1. We listen

We want to know everything about your business, what makes it tick, and what your challenges are.

2. We document

We document your current financial processes and give you a report on where we think they can be improved/simplified. We will look at areas such as Xero add-ons, time saving tools and automation.

As an additional option, we can also give an opinion on your current profitability and cash generation, together with recommendations for improvement. The report will include a full breakdown of costs and our involvement.

3. We promise

Should you decide to go ahead we will produce a service level agreement, which essentially documents our promise to you, and what we will require from you – We’re in this together!

4. We document

We do what we said, when we said we would do it.

5. We train

We’ll provide you with support to understand the processes we implement and the various Xero reports.

6. We review

We will review the new system to make sure it’s working for you.

Now, for your details

Complete the form below and a member of our team will get back to you shortly.

  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.