Whether you're completely new to working with a bookkeeper or accountant, or moving over from another, you'll have questions about how it works. To make things as easy as possible for you, I have a simple 3 step process that we'll follow when we work together.

1. Receipts and Invoices

You'll have access to Dext Prepare, use this to record everything you buy. Simply take a picture of your receipts using the app, or forward those you receive by email to your dedicated email address, and I'll take care of the rest. It even links with Dropbox, if you're already storing your receipts there. No more crumpled receipts at the bottom of your bag!

2. Day to Day

I work exclusively with Xero as I think it's the best software for growing businesses. We'll use it to keep track of things throughout the year. Those receipts you uploaded to Dext? They'll appear in Xero, and any invoices you send to clients will be created in Xero too. You'll also link your bank accounts so we'll both have a full view of the money coming in and going out of your business. Think of Xero as aone-stop-shop for your numbers.

3. Keeping in Touch

We'll use a combination of email and Zoom to keep in touch. Zoom is perfect for calls, as we can meet face-to-face without ever leaving the house (although the down side is that you have to provide your own biscuits!) There are no silly questions, so if you're not sure how to do something or want to double check what you're planning on doing, just get in touch.
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