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

5 ways Xero online accounting improves your business and gives you a better work/life balance

Lindsay Farrer, Partner, Carlisle Office
Lindsay Farrer, Partner, Carlisle Office

Time is a precious resource for business owners. Whether you’re a farmer, hotel owner or start-up entrepreneur, the less time you spend on financial admin the more you can focus on growing your business and building customer relationships.

But control over your financial management is also vital. Clear oversight of your revenues, costs, cash flow and profits is an absolute must.

So how do you reduce the time spent keying in receipts, while also getting an improved view of your finances?

The answer is to work with Saint & Co accountants to switch your financial management to Xero online accounting – the leading cloud accounting platform for small business owners.

5 key ways your life becomes better

Xero is accounting software, based in the cloud. It works just like the desktop-based accounting systems you’re used to, but without any of the limitations – with Xero, you can work with your business numbers 24/7.

Xero brings you all these key benefits:

  1. Instant, mobile access to your key numbers, straight from your laptop, tablet or smartphone.
  2. Easier ways to collaborate with your accountants and improve the proactive business advice you receive.
  3. Less time spent on paperwork, using a smart-scanning app such as Receipt Bank to automate your bookkeeping.
  4. A faster way to get paid and improve cash flow, using online email invoicing, modern payment gateways and automated debtor chasing.
  5. Integration with a range of business tools, designed to improve your business and give you back time to live your life well.

Saint & Co: your trusted Xero partner

At Saint & Co, we’re proud of our century-old heritage as accountants in the Cumbrian community. But we’re also a forward-thinking firm, always using cutting-edge financial technology to help our clients do more.

Our trained Xero specialists will help you seamlessly make the switch to cloud accounting. Once you see the impact on your time and profitability, you’ll wonder how you managed your business without the help of Xero.

If you want more from your business and work/life balance, contact us to arrange a hands-on demo of Xero’s beautiful accounting software.

Call Saint & Co on 01228 534371  or email us at advice@saint.co.uk to book a Xero demo and start the next chapter in your business success.

“Xero – Beautiful Accounting Software to Make Life Easier” Seminar

Xero – Beautiful Accounting Software to Make Life Easier”

Join us at our FREE workshop – hot lunch included

on Tuesday, 21st March 2017

at The Auctioneer, Rosehill, Carlisle

12.30 pm – 2.30 pm

“Cloud” Accounting software is becoming more and more popular as it can be accessed from anywhere at anytime.

In addition to being able to access it from anywhere at anytime, we think Xero is simple to use, jargon free and has the added benefit of no limit on the number of users. (Plus no more update CD’s to load!)

A numbers of partners and staff at Saint & Co, have become “Xero” certified.

Why not come and watch a demo of Xero, the world’s easiest accounting software and you will see why so many people are using this.

For further details click on our flyer.

Do not miss out on booking your place as demand is likely to be high. To secure your place(s), visit www.saint.co.uk/events to book online or complete and return the attached reply slip below no later than Wednesday 15th March 2017.

 

 

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