1. Cloud Based
Xero is a cloud based accounting software package. Your personalised log in details and password mean you can log in and access your financial records anytime, anywhere. It can be accessed from a range of devises including your computer, tablet or phone, making it perfect for busy business owners on the run!
2. It is user Friendly
Xero is simple in its layout and design making it very user friendly. The Dashboard can be easily customised and gives you a general overview at a glance of where your business is sitting financially. This help business owners make more informed business decisions on the run.
3. Automated daily bank feeds make reconciliation and sync
Say good bye to paper bank statements! Bank feeds can be automatically imported into Xero. You can reconcile your statements as you go, reducing the time and energy that needs to be spent come the end of the month.
4. Create Bank Rules and save time
What business doesn’t have reoccurring expenses? Setting up a bank rule for these reoccurring expenses will ensure that they are coded to the correct expense account every time they appear on your statement. Saving even more time. Less time spent reconciling your statements will mean more time available to concentrate on the things you love to do within your business.
5. Great help centre, Training and Support
The Xero help desk is a fantastic support tool. There are many videos and articles that can help you find the answers to any questions you may have. The best part is it is free! If you can’t find what you are looking for in the help centre videos or articles then you can call the help centre and talk to the experiences staff who will guide you towards the solution to your problem.
We can manage your, Bank Reconciliation, Banking / Petty Cash, Invoicing, Debtor / Creditor Management, GST/IAS and Tax Management, Financial Management and Reporting, Cash Flow Projection and Budgeting and more.
We ensure compliance with the Awards, Accurate and up-to-date records of your employees are kept. We also manage Superannuation, WorkCover and payroll tax.
As a fully qualified Xero Silver Partner we are experienced in Xero software and all its applications. We offer full training and support to businesses and their staff.
We are a side line reassurance for your business, communicating with you, your Accountant and the ATO on your behalf, ensuring your business has up to date knowledge of tax legislation and business owner obligations at all times – we’ve got your back!
Balance Books has made such a difference to the running efficiencies and operations of our business since engaging them in 2016.
Sally has offered solutions to streamline and improve current processes. She has also worked through the start up of a new business and the sale of an existing business.
I was passionate about olives not bookkeeping. Balance Books subtlety assisted in improving my financial records and tax compliance and we are now a thriving up to date business and tax payer.
During the past two years I have found Sally to be very efficient, knowledgeable, and organised.
It was reassuring to have someone that we could trust to find out what our new industry and business obligations were and how to handle these correctly and efficiently.
Balance Books was here to help! Now twelve months working together, our financial records are in order, cash flow is managed...
Sally arrived at my door and was so darn positive about the situation. She planned out a decisive attack and within weeks had me completely back on track.