5 Things That Will Tell You if Your Xero is Set Up Correctly

5 Things That Will Tell You if Your Xero is Set Up Correctly

1️⃣ : Profit & Loss
2️⃣ : Chart of Accounts
3️⃣ : Reconciliation
4️⃣ : Bank Rules
5️⃣ : Accounts Receivable/Accounts Payable

These are the 🔑Key Things🔑 I look at when someone comes to me and says they're having trouble understanding their Xero data.

Full Series on my Youtube Channel:    • Xero Bookkeeping Series  

I'm partnering with @xero to help you understand how to use this popular bookkeeping software to its full capabilities! This software is super easy to use and clean and straightforward.

💡 Timely and accurate bookkeeping will save you money on taxes—and, if you're using Xero for bookkeeping, 👍️ you're already a step ahead!

99% of the time, if the 5 Things have an error it's an issue with...

✖️ Data entered into the wrong place
✖️ Not understanding how data feeds into each report
✖️ Altering or not checking automations
✖️ Basic accounting (not knowing you need to reconcile)

But, don't sweat it! For any software out there, there's always a learning curve, and if you're a DIY bookkeeper, you may just not know some key accounting principles. I'm here to help you make it easy.

✅️ I'm going to tell you what to check to make sure you're using Xero the right way (and to its full capabilities).

Full videos on Akif CPA YouTube Channel:    • Xero Bookkeeping Series  

#XeroBookkeeping #BookkeepingCleanup #TaxPlanning #SmallBusinessFinance #XeroPartner #FixYourBooks

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A bit about us at Akif CPA: ⁠
We’ve got a crew of talented tax pros who really know their stuff when it comes to taxes, accounting, business advice, payroll, reviews, sales tax audits, and financial planning.⁠