Thank you for confirming your Xero Diagnostic Review. Ensuring the efficiency of your bookkeeping will save you time and money in your business and this is a great first step!
Please invite us into your Xero file. Please do this now so you don’t forget!
You can invite us by clicking on your business name which will give you a drop down. Then click on Settings>Users>Invite a user.
Please ensure your invite looks the same as the below example.
We will log into your Xero file at the appointed time and review your organisation. We’re looking for ways you can do things more efficiently, and ensuring things are being done correctly from a compliance view. We don’t consider the accounts process to be purely about compliance – although it is important that your tax and other statutory obligations are being met. It should also be used as a tool to drive your business in the direction you want it to go, so you can achieve your goals.
There’s no need for you to be online with us at the time of the appointment, but you can contact us with any questions that you may have.
We will be in contact at the conclusion of the review with our recommendations.
If you become a management client of Miss Efficiency within 30 days of this service being completed, 50% of this review fee will be refunded to you after one month of service.