Why Xero is our go-to accounting software, and why you should use it too...
Recently, we made the choice to be a Xero-only firm. Previously, we used both QBO (aka QuickBooks Online) or Xero, combined with Hubdoc. So, what is the reason and logic behind making this change?
First and foremost, we looked at the efficiencies, ease of product, and client use.
Before now, we had to keep up with two different accounting software, reconcile two different solutions, and then also train staff and clients on two platforms. It ended up becoming inefficient to keep using two kinds of competing accounting software.
Efficiencies
Being efficient isn’t just about time in training. We started paying attention to the difference in load times, efficiencies to create reports, finding errors, that kind of thing. The difference was striking! We started falling out of love with QBO and into love with Xero more and more!
Ease of Product
When using Xero, we find that we can keep ourselves better organized and able to compare and contrast reports, and look into potential bookkeeping issues like double expenses or invoices. What we mean by this is in Xero, you can open each of these things easily in new tabs or windows, while in QBO, reports, expenses, and invoices, all overlay what you’re looking at, really over-complicating things for our clients. This became more and more frustrating as we experienced this on client calls. Xero is our hub for everything - it acts as our CRM, all client onboarding happens inside of Xero, and all client work now happens in Xero.
“The common question, ‘Where do I find total sales’ gets a lot easier to answer when we don’t have to think about which software to navigate through. We just know the name of the report and send the client directly there.” — Erika Dowell, Signal Operations CEO
Client Use
Most importantly, we noticed how much our clients love working with XERO, and especially those who made the switch from QBO. Clients have reported that Xero continues to empower them to learn more about their finances because it’s the most user-friendly accounting software they’ve ever used. They’ve also told us that reports are easier to find and navigate, add formulas to, or to zero in on something specific.
Other benefits of using Xero that our clients have reported:
Easy billing
Easy collection on invoicing - using GoCardless, Stripe, or PayPal
Easy to understand and accessible reporting
Build custom reporting
Easy to integrate with other platforms
If you haven’t figured it out yet - we are proud XERO users (Silver Partners, actually), and are certified ‘Migration Specialists’ - which means we know how to seamlessly transfer your existing data into your new Xero account, and you won’t have to do any of that leg work!
At Signal Operations, we’re passionate about helping business owners grow and thrive. Removing the burden of organizing the daily ins-and-outs of business finances will free up your time and energy, giving you space to do what you do best! Reach out for a FREE, 30 minute call if you’re looking for bookkeeping, payroll, or business accounting services.