Get more out of Xero
Tips and help on how to get more out of Xero for small business owners who don’t think they use Xero to its potential

Get more out of Xero

March 14, 2020

“I really want to use Xero more. I don’t think I’m using it to its full potential”

Xero users everywhere

Sadly you don’t live in a world where you can do weekly reviews and planning with your accountant to always benefit from the power of Xero. The dirty little truth of Xero is that whilst it benefits your business immensely, it probably benefits your accountant and their processes by a factor even more than you.

Thankfully, these prioritised steps will help you to be more on top of your business financially, helped by Connectably and a small shift in mindset:

  1. Use the products & services function in Xero to track business performance by service sold
  2. Track where leads come from so you can see profitability by marketing lead source in Xero
  3. Get more proactive at logging into Xero to check reports. Don’t wait for accountant meetings


Gareth Everson

Gareth's the founder of Connectably. He's a business systemiser who helps small business owners who aren't always natural "software people" to systemise their processes, understand marketing technology, improve client experiences, launch new services, get paid their true worth, and increase the value of their business. Connectably is a self-funded software business (founded 2017) that serves other small businesses. You can follow Connectably here, and connect with Gareth here.
Author: Gareth Everson - Founder Connectably

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When you clean up your processes you get more time for your clients and your business grows.

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