Thanks for contacting us, we will check your Xero file shortly after you invite us.
In order for us to check your Xero file, Please do the following,
- Go to Invite a User Page in Xero,
- Enter First Name:One Minute, Last Name: Tax Email: email@example.com, and make sure you choose the Adviser role, and if you have any employees, please select Payroll Admin, then click “Continue”
- Send Invitation. After we receive you request, we will be able to login to your Xero file to check things for you.
What Will We Check?
- Check your bank feeds has setup properly;
- Check your fixed assets has setup properly;
- Check your payroll has setup properly;
- Check for duplicate contacts in Xero;
- Check your chart of accounts and make suggestions;
- Check your conversion balances and financial settings;
- Check your invoice settings;
- Check your profit and loss against your industry benchmark.
We will keep your information strictly confidential and we may ask you for more information in order to verify your Xero settings. We may also send you free reports and recommendations.
Please contact us on +613 8899 7506 or email us at firstname.lastname@example.org if you need further assistant.