Portt & Co

Moving to Xero

Need a hand with moving to Xero?

Great News – you’ve discovered Xero, the best accounting software for small businesses.

Our certified experts are on hand to make the move to Xero as simple and quick as possible.

Moving to Xero is a lot quicker and easier than you may think, and we’re here to sort it all out for you. Remember, we’ve been here before and got the t-shirt.

Firstly, take a few minutes to watch this video which explains just how easy it is to get started.

What are the benefits of using Xero?

By moving over to Xero, you’re going to benefit from:

  • Accessing your accounts 24/7 either on your computer, tablet or smartphone.
  • Automatic bank feeds.
  • A wide range of add-ons and apps to benefit your business processes.
  • Collaboration (with us) in real time.
  • Knowing that your details are safe and secure.

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. The more we know, the better!

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 be looking 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 support you with understanding the processes we implement and the various Xero reports you’ll receive from us.

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.

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