Migrated a client from Excel to Xero and watched them grow

Peter Jenner

Bookkeeper
Microsoft Excel
Xero

I took over a set of accounts for a small business that had been kept on Microsoft Excel Spreadsheets. I setup Xero for this small business and migrated all their historic data to Xero. I integrated their bank account and streamlined their processes for receiving supplier bills and raising customer invoices. I customised the financial reports and worked on a budget with the client so that we could track the companies growth.

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