Paperless Invoicing – Xero and ApprovalMax

by Sharon Casagrande | 24 May, 2021 | Business Systems, Outsourced CFO, Software, Tools, Xero

Are you frustrated by your current invoice approval process? Do you want seamless, paperless workflow for invoices? ApprovalMax might be the program you are looking for.   What is ApprovalMax?   ApprovalMax is a program that integrates with Xero and...

What’s involved in a Xero Health Check?

by Sharon Casagrande | 26 Apr, 2021 | Accounting, Bookkeeping, Business, Business Systems, Health Check, Xero

Do you relate to any of these statements:   ❔ You’re not confident that your xero file is set up correctly ❔ You’re stressed about financial decisions because you don’t have accurate financial data ❔ You don’t regularly review financial reports because...

5 Step Post Xero Migration Process Towards Success

by Sharon Casagrande | 21 Apr, 2021 | Accounting, Bookkeeping, Business Systems, Software, Tools, Xero, Xero Migration

So you’re making the move to Xero?  Changing accounting systems can be a stressful time, but there are some steps you can take to minimise the disruption to your business.   Once your software migration is complete, your accounting specialist will get in touch...

What’s Involved in a Xero Migration?

by Sharon Casagrande | 10 Apr, 2021 | Accounting, Bookkeeping, Software, Tools, Xero

Are you frustrated with your current accounting software?     Have you thought about moving to Xero but are worried about the stress involved?     Changing accounting systems can be scary, but don’t let that put you off.  An experienced accounting specialist...

What Is Break-even?

by Sharon Casagrande | 16 Nov, 2020 | Accounting, Business, Tools

If you are a business owner, you have probably heard the term “break-even point” at some stage. But what does this actually mean and why is it so important?  In simple terms, break-even is the point at which your business has covered all fixed expenses and starts to...