It is not just important to find a great XERO Certified Advisor. It is crucial to maintaining a good relationship with them as well. Since they manage your accounts, you need to have an ally in your bookkeeper as you should be comfortable to discuss business financial transactions with them. Recently, XERO researched that when a business does not work out 65%, entrepreneurs cite financial issues as a reason. So, forming a cordial relation would be of utmost importance.
When you Hire a Bookkeeper at firms like Account-Consultant do not just play with numbers, they are also expert storytellers. They would tell you where your business is standing, and what you need to do to achieve your goals.
If you have a long-term relationship with your bookkeeper, they would also help you with the subtle nuances of your businesses like operational issues as well as integrating with clouds. So, it is essential to have a solid foundation for this relationship, and there are a few steps to ensure this.
Points To Discuss With Your Xero Certified Advisor:
- Remain organized: Keep your paperwork arranged, not only would your Xero bookkeeper thank you for it, but you will also end up saving your time and efforts.
- Communicate your needs: Before setting up your meeting with your Xero certified advisor, you need first to decide what you need their services? Are you looking for just bookkeeping or compliance or do you expect them to help with their contacts as well? Once that is done, find a partner who would work just as you need.
- Real-time collaboration: The best way you both can work together is if the numbers exchanged in real time. Using cloud technology would help with that. Let them know all the details on time so that they can provide the best services.
- Referral: Being an entrepreneur yourself, you know the value of referrals. Refer your XERO bookkeeper to others.