Going for Xero Gold

 

Going for Xero Gold

We have some good news to share: Saint & Co. was recently awarded Xero Gold Partner status.

So, what exactly does this mean for both us and you?

Well, Xero awards several different status levels, ranging from Partner to Platinum Partner, with Bronze, Silver, and Gold in between. Each level achieved is an indication that certain criteria has been fulfilled, particularly the number of clients subscribed to use Xero.

Our Journey to Gold Champions

Using Xero was a deliberate and careful decision. It wasn’t something we rushed into. We carefully examined a number of solutions for our clients, before working closely with Xero for around a year to determine if their platform met the needs of our existing clients.

Over the past 12 months, our partner, Carlisle Accountant, Stuart Farrer – who was heavily involved with introducing Xero to the company – gave up time to attend workshops and travel to observe what other firms were doing well. Thanks to his dedication and input, and the hard work of our team in general, we have managed to convert over 350 clients to Xero’s cloud accounting software.

Retaining Our Status, and Aiming Higher

Growing to that number of subscriptions has directly contributed to achieving the gold status level, but it can change on a monthly basis. Part of the criteria also refers to the number of staff we have certified to use Xero, so we’ve spent even more time and resource training our team to make the most of Xero and its features.

We want to ensure that our clients will receive an answer to almost any query when it comes to using Xero and that being on the cloud complements their day-to-day business activities.

And with the platinum status in our sights, we need to retain our high standards of customer care, and our dedication to learning and improving.

What Can Xero Do For You?

When we introduce you and your business to Xero, you’ll have the opportunity to streamline your accounting processes. You’ll have 24-hour access to review your financial information via your own dedicated real-time dashboard, allowing both you and us as your accountant to make faster, better decisions.

Instead of dropping off documents or emailing information, you’ll enjoy a modern and up-to-date accounting system that will improve financial management and decision making within your organisation.

What’s Next for Saint and Xero?

Thanks to our newly acquired gold status, some of our partners have been invited to special Xero events, giving them a fresh perspective on the platform and an opportunity to expand their knowledge; something that we can then pass directly onto our clients.

Stuart and Michelle will also be attending Xerocon London in October. It’ll be yet another chance to enhance their understanding of Xero and its accounting system.

And we’ve also been running our own Xero client events (with lunch!). Our last one saw around 50 clients, many of whom weren’t on Xero at the time, attend and learn how cloud accounting could boost their business.

Learn More About Xero

If you’d like to learn more about how Xero can improve your accounting and financial management, chat with one of our friendly team members.

Simply fill out our contact form, or call us on: 01228 534371