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  • Writer's pictureMitchell Advisory Services

Add a Xero advisor for real-time financial insights

Updated: Jan 22

At Mitchell Advisory Services we work with Xero – online accounting software that lets you input, access and keep an eye on your financial information wherever you are. Xero is clean and easy to use whether you’re just starting on accounting software or you’re switching from a different product. We’ll help you get set up and put a process in place to make your bookkeeping a breeze.

Here’s just some of what you can do with Xero:

Connect bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically.

Reconcile bank accounts

Once Xero is connected to your bank, reconciling is no longer a chore. Find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.

Create quotes

Create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks.

Invoice customers

Easy-to-use Xero online invoicing lets you create and send beautiful invoices, and gives your customers the ability to pay you online – which can help you get paid faster.

Create purchase orders

You can manage your supply chain with purchase orders in Xero. Create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.

Pay suppliers

Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. Pay bills individually or in batches, and set up repeating bill payments.

Manage expenses

Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting – all inside Xero.

Manage projects

Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and expenses, invoice the project, and monitor its profitability. With the right Advisor, businesses can eliminate the last-minute accounting, bookkeeping, and tax scramble, build value added efficiencies and processes, and focus on the core work that got them started in the first place.

We can support your modern accounting system implementation, as well as your ongoing business process, accounting, bookkeeping, and payroll needs.

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