Financial Forecasting

For some, the thought of a quarterly catch-up seems like unnecessary work. However, there’s method in our madness. We like to become an extension of our clients’ business, holding them accountable, offering advice and helping them achieve their dreams. We can only do that if we speak to our clients regularly, checking in every quarter to really see what’s going on. The beauty of using Xero and having live data means you can respond to things as they happen. Without quarterly catch-ups, you’re often reacting after the horse has bolted. Quarterly catch-ups let us do more than your traditional accountant, they let us be a genuine lifeline to your business and not just a necessary evil. It’s something we’re super passionate about, and rest assured, there is another way!

Why Xero? Why not any other of the hundreds of accounting software out there? In short, Xero speaks the language of business owners. There’s no industry jargon, it’s easy to use and is specifically aimed at business owners rather than accountants. So if you haven’t used Xero before, don’t fret. After a bit of training with our onboarding team, you’ll be a master in no time. We pride ourselves on being one of the best Xero Advisors in the country. For us, it’s the clear front-runner.

The App Stack is a fancy way of talking about the apps you choose as part of your Finance Function. The best way to picture it is similar to a smartphone. In this example, let’s imagine Xero is your smartphone. It’s the main platform that we use, it houses everything and bring it all together in one place. Just as you can download apps onto your smartphone, you can also add other apps to Xero depending on what functionality you want. There are all kinds of Apps that integrate with Xero, from receipt scanning, to invoice chasing, cashflow forecasting, e-commerce and management accounting. All of these apps integrate with Xero and give you even more information about your business.