Xero Cloud Accounting27th June 2016

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

Target Public Relations

• PR agency in Cheltenham• Majority shareholder• Chairman/Finance Director

Spencer Accounting Services

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

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

Help Centre

Secure Trusted Supported

• Dashboard• Bank Rec• Invoicing• User roles• Expenses• Reports• Payroll• Add Ons

Quick Overview

DASHBOARD

BANK RECONCILIATION

ADD INVOICE

ONLINE INVOICING

USER ROLES

EXPENSE CLAIMS

REPORTING

PAYROLL

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

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

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

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

Any Questions ?

www.spenceraccounting.co.uk