To begin with, we’ll need quite a lot of information about you and your business; this means we understand exactly what you need from us. We’ll go through things like how you record your sales, how many bank accounts and credit cards you have, what your turnover is, and how often you need your accounts to be brought up to date. All of this will be covered in your initial call, and we’ll use it to provide you with a bespoke quote.
If you decide to go ahead with your quote, we’ll then need you to upload your invoices and receipts to Dext, ideally as soon as you receive them. Your bank transactions will come into Xero automatically, so we’ll just need bank statements from you periodically to check that all’s well. We’ll help you get everything running smoothly, and are always happy to answer any questions.