Get to know how we work and what we can do for you.
Each month, your Xenith team reconciles your accounts online, categorizes your transactions, and produces your management accounts. They will also make any necessary adjustments to your books to ensure that they are tax-compliant.Like all partnerships in life and business, when you find the right accountant everything should feel effortless, with both parties working towards the same business vision and goals.
If you do not feel you have the right relationship with your accountant or the support you and your business need, you may feel the time is right to move on. Perhaps your business is growing or has changed direction and you need more specialist advice, or simply a greater level of support and a more positive working relationship.
Although at times it may feel that making a change would be far too much hassle, the reality is that switching your business to a new accountant is easier than you think, and can have huge benefits in the long run.
Connect your accounts to Sage One or Xero, and you won’t even have to think about getting us your bank or credit card statements.
We sync directly online with all major banks to automatically pull your statements into Sage One or Xero, and we have other innovative technological solutions to get your monthly payroll or management accounts each month.
Each month, your Xenith team reconciles your accounts online, categorizes your transactions, and produces your management accounts.
They will also make any necessary adjustments to your books to ensure that they are tax-compliant.
It’s normal to have questions about your books, that’s why we’re here. Send us a message via WhatsApp or email and we’ll get back to you within one business day.
You can also book a call with your team whenever you like.
While we’re working on your books, we may need to ask for your help to properly categorize a transaction.
We’ll send you a message with a few critical questions in order for us to fully understand the transaction.
For the first two months, we will review your books with you over the phone. These review calls are a great opportunity for you to ask any questions you have about your management accounts. They also help us to familiarize ourselves with your business, and ensure that you are getting the most out of your Xenith service.
For our higher package users, a personal one-on-one review of your books will happen on a monthly or quarterly basis.After this point, we’ll follow your lead and let you decide how often you’d like to connect with us on the phone or online. Remember, you can book a meeting with us at any time.
Whatever your reasons for moving accountants, it needs to be done quickly and efficiently to allow the new firm to pick up the reigns straight away. In order to make the process seem seamless here are our top tips: