As an existing business using either Xero or Quickbooks, there may be a variety of ‘symptoms’ which indicate that a review of the accountancy software may be required to identify issues and obtain more of the expected benefits from using the software.
There may be obvious errors in the figures or lack of trust in the figures being generated
There may be substantial manual admin required with a sense that it could/should be simpler.
There may be an awareness that there are features or functions in the software that you could/should be using.
There may be inaccurate or incomplete settings and/or a lack of additional security measures in place e.g. two factor authentication?
There may be bank, credit card or other accounts missing from the software, substantial un reconciled bank transactions, errors in customer/supplier accounts with old balances or ‘in credit’ etc.
