Our Business & Xero Review is designed to get your business on track

Want to get better results, but unsure where to start?

Our Business & Xero Review is designed to help Devon and Somerset businesses do just that. We’ll have a 45-minute video call with you and do a behind-the-scenes review of your Xero account. This means we can tease out the key issues affecting your business.

What does our review cover?

We’ll look at how different parts of your business are doing. Whether they are products, services, locations or markets. After that, we’ll recommend how you focus your time to improve your profits. In addition, we’ll identify ways you can improve and increase cashflow too.

Furthermore, if your Xero data isn’t in great shape, we’ll explain what steps to take. We’ll also check your Xero account is secure and resilient.

How much does it cost?

At £195 + VAT, it’s a stepping stone to better business results.

Book your Business & Xero Review

How have clients found the review?

Clients have found the review helps them. As a result they can:

  • Prioritise and organise the issues.
  • Get the rest of their management team on board.
  • Find out how Xero can show them how different parts of their business are doing.
  • Find out how they can save time through automating data entry.
  • Plan what to do next.

We often work with Shareholder / Directors who value the chance to discuss issues with someone independent. For instance, they may only often only speak to their usual accountant at year-end.

Book your Business & Xero Review

Do you have questions about the process?

Contact us and our friendly team will be happy to help. We can chat about whether the review is for you and how it works. Most importantly, we’ll answer any questions you may have.

Ask us about the review

Who is this useful for?

We’ve designed this process for businesses who are using, or planning a move to Xero.

To get the most out of the it, you’re likely to be operating in one of our specialist areas. These include:

  • Construction trades / services.
  • Engineering products / services.
  • Premium food and drink.
  • Premium products.

South Devon, Somerset and beyond

When social distancing rules allow, we like to meet up with clients. So if you’re looking for a longer term relationship with us, you may be based near Exeter, Taunton, Yeovil, Bridgwater or the surrounding areas.

Xero and cloud specialists

Our friendly team are remote-working specialists. So if you’re new to cloud technology or video conferencing, we can guide you through.

Finally, you might be worried about sharing difficult issues and concerns with us. However you can be reassured that, as a firm of Chartered Accountants, we’ll handle sensitive data with care.

Book your Business & Xero Review

Profit
Sales
Finance
Operations
Data Entry
Automation
KPIs
Xero
Security