1. Xero Cloud Accounting
27th June 2016

2. Colin Spencer
• CIMA qualified
• MiP
• Held senior financial roles in a variety of businesses
• A lot of experience in the marketing services area including 8 years at Saatchi & Saatchi
• Two businesses

3. Target Public Relations
• PR agency in Cheltenham
• Majority shareholder
• Chairman/Finance Director

4. Spencer Accounting Services
• Jointly owned with Janet
• Accounting consultancy
• Part time FD
• Accounts & tax
• Start ups
• Cloud accounting

5. Xero
• Set up in NZ in 2006
• Cloud based accounting
software for small business
• Market leaders in NZ,
Australia & UK
• 700,000 users worldwide
• Over 100,000 in UK
• Continue to grow

6. Help
Centre
Secure Trusted Supported

8. • Dashboard
• Bank Rec
• Invoicing
• User roles
• Expenses
• Reports
• Payroll
• Add Ons
Quick Overview

9. DASHBOARD

10. BANK RECONCILIATION

11. ADD INVOICE

12. ONLINE INVOICING

13. USER ROLES

15. EXPENSE CLAIMS

16. REPORTING

17. PAYROLL

18. ADD ONS
• 100’s of add ons integrate with Xero
• Specialised software
• Eg – Job costing, stock, receipt management

19. OTHER FEATURES
• Conversion balances
• Csv uploads & downloads
• Fixed Assets
• Budgets
• Foreign Currency
• Tracking (departmental/divisional analysis)
• Simple Stock Control

20. CASE STUDIES
• Brash Brands – London
• Ecosulis – Bath
• Target – Cheltenham
• The Lodge - Cheltenham

21. BENEFITS OF XERO
• Real time
• Monthly subscription with no tie ins
• No back ups – always using up to date version
• Storage facility (pdf receipts, invoices)
• Easy to export & import data makes conversion
process straight forward
• Ongoing updates with no need to load new software
• Access to on line support

22. Any Questions ?
www.spenceraccounting.co.uk