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