xero

cloud accounting
software
presenter: Steven Kassulke

current software
and systems
where at now?

cloud accounting
software
benefits

save time freeing you up for more customer time, or

personal time
simplify your record keeping so you can see your
financial position clearly
increase the accuracy of your records to minimise
BAS reporting errors, etc.
access anywhere, anytime cloud computing.
available on certain devices also

save time freeing you up for more customer time,

or personal time

xero

simplify your record keeping so you can see

your
financial position
clearly
experiences
so far
access anywhere, anytime cloud computing.
available on certain devices also
increase the accuracy of your records to
minimise BAS reporting errors, etc.

xero is going really well, I am sure there are tips and tricks I could
improve on ... Even now, though, it is really good, simple, easy, and my
coding reports are going much quicker. The interface with my invoicing
is also AWESOME.
OConnells OBM:
Improved automation of accounts payable and coding
Ability to develop helpful management data for monthly meeting

your choice
how to use the software

key features
driving the benefits

data feeds - enters bank transactions directly from

bank
in-built smarts / rules / memorisations - to help
with bank reconciliation process
tagging concept - smart internet banking = less
data entry
dashboard screen one page with all key data
invoice creation / expense items - functionality
similar to MYOB

making the switch

information + timing

Some of the information required:

CSV file
current accounting software file
bank account / credit card details
suggested timing:
-Cut over date end of a quarter once finalised
the BAS to kick start from 1st of next quarter

implementation
how we can help

set-up - bank feed, chart of accounts, history

configure - rules / automatic coding items to get
software functioning efficiently
train - smarts around Internet banking and driving
efficiencies through this software
support offer ongoing support and assistance
review bed down and iron out 3 months later

pricing
set-up + software
please contact us

Are you:
Interested in seeing a demonstration?
Wanting to know how the software would be applicable to you
and save you time?
Wanting to transfer over to Xero?
Feel free to contact:
Steven Kassulke
Senior Adviser
P: +61 7 3233 6422
steven.kassulke@oconnellsobm.com.au