Take advantage of a cloud based accounting system and reap the benefits of real time data, automatic bank feeds, online collaboration with your adviser and much more. Our trained Xero business advisers are able to get you started sooner and ensure you use the software and available add-ons to their full potential. For more information please contact us.

1. xero
cloud accounting
software
presenter: Steven Kassulke

2. current software
and systems
where at now?

3. cloud accounting
software
benefits

4. save time – freeing you up for more customer time, or
personal time
simplify your record keeping – so you can see your
financial position clearly
increase the accuracy of your records – to minimise
BAS reporting errors, etc.
access anywhere, anytime – “cloud” computing.
available on certain devices also

5. save time – freeing you up for more customer time,
or personal time
xero
simplify your record keeping – so you can see
your financial position clearly
experiences so far…
access anywhere, anytime – “cloud” computing.
available on certain devices also
increase the accuracy of your records – to
minimise BAS reporting errors, etc.

6. “xero is going really well, I am sure there are tips and tricks I could
improve on ... Even now, though, it is really good, simple, easy, and my
coding reports are going much quicker. The interface with my invoicing
is also AWESOME.”
O’Connells OBM:
•Improved automation of accounts payable and coding
•Ability to develop helpful management data – for monthly meeting

7. your choice
how to use the software

9. key features
driving the benefits

10. data feeds - enters bank transactions directly from
bank
in-built smarts / rules / memorisations - to help
with bank reconciliation process
tagging concept - smart internet banking = less
data entry
dashboard screen – one page with all key data
invoice creation / expense items - functionality
similar to MYOB

11. making the switch
information + timing

12. Some of the information required:
CSV file
current accounting software file
bank account / credit card details
suggested timing:
-Cut over date – end of a quarter once finalised
the BAS – to kick start from 1st of next quarter

13. implementation
how we can help

14. set-up - bank feed, chart of accounts, history
configure - rules / automatic coding items to get
software functioning efficiently
train - smarts around Internet banking and driving
efficiencies through this software
support – offer ongoing support and assistance
review – bed down and iron out 3 months later

15. pricing
set-up + software
please contact us

16. Are you:
•Interested in seeing a demonstration?
•Wanting to know how the software would be applicable to you
and save you time?
•Wanting to transfer over to Xero?
Feel free to contact:
Steven Kassulke
Senior Adviser
P: +61 7 3233 6422
steven.kassulke@oconnellsobm.com.au
?