Xero Report Templates for your practice
We love seeing accounting and bookkeeping practices thrive using the Xero platform which delivers the benefits of the "single ledger".
This project requires lots of planning and change management, so we use the detailed form below to make sure we help you meet your objectives for your cloud practice.
Here is what we do:
- We build the reports to meet your needs - after the 60 minute scoping session, we build out your templates to meet the needs of your profession and your customers.
- We build your master chart of accounts - this captures all special purpose financial reporting requirements.
- We provide you an online training session on how to use the new toys.
- We provide you access to our online technical help videos which answer "How to" type questions (as we believe the best learning for today is based on high quality, real-time videos)
- We support you after implementation with follow up services.
Quick video series explaining what we do
How our report templates work
Some reports we build for your Xero report templates
Why we are the best for Xero report templates
How are your Xero report templates?
Take a look at some reports we build
- Here we have a set of financial statements of a large trust that trades, owns investment properties, has many loan accounts, both secured and unsecured, has intangibles, has 10 beneficiaries and a corporate trustee.
- Producing this report took 2 minutes to go from reports tab to downloaded PDF.
- How long does it take you?
How well are you using Xero?
- We have compiled a guide of estimates of how long it should take to perform certain tasks.
- We have a 2 minute rule, anything above that and we are asking why?
- We have heard some horror stories......
Our customers come in all shapes and sizes.
From large global firms to start ups and sole practitioners, the problems are the same, its just the size of the workload that changes.
We relish the challenge of helping you get your internal efficiencies and systems optimised.
Xero Report Templates Training
The reports are only as good as the training.......
"Master of Xero Report Templates"
The course includes:
- How Xero's report templates work
- How to prepare your customers chart of accounts and other information
- How to perform end of period tasks
- How to run the Xero report templates
- How to share the reports
- How to save customer templates for future use
We often provides tips and tricks and some other advice on Youtube for items such as:
- Creating a rental statement
- Creating an income tax estimator
- Getting your reports branded
- Using MS Excel to manage data importing
Search "Xero Report Templates" and you will see our face everywhere!
Check out some videos below.
Interested?............Book a meeting
Donnie Buchanan will run through your needs.
We will need a 30 minute scoping session.
Please find a time using the calendar links.
To change timezone to yours, use the link at the top right.
You will receive an email with calendar invite containing all details.