Xero Platinum Partner status is the highest tier of Xero’s accreditation scheme. Whilst this is a brilliant achievement for RfM Accountants + more – and one we are rightly proud of – what does this mean for you and your business?
RfM has been an accredited partner of Xero for a number of years now. Over that time, we’ve built up a wealth of knowledge and expertise that ensures our clients get the most out of using the platform. Our success in supporting clients to move their bookkeeping and accounting processes to the cloud has led to us achieving Xero Platinum Partner status at the end of 2021.
But, beyond the badge and the title, what does this mean? And how will this new accreditation benefit you, as our client?
First-class advice from Xero specialists
“Being recognised a Platinum Partner is testament to the great work our Xero specialists are already doing to support clients to migrate their accounts to Xero and ensure it’s working well for them,” says RfM Partner Gillian Telford.
“There are so many things you can do with Xero beyond the basics of record keeping and invoicing. Our Xero specialists help ensure it’s set up properly and clients are getting the most from the platform. They can even help customise the platform with features and plug-ins that integrate with the way a specific business works.”
If you’re not already using Xero…
“As a business, we are strong advocates of using digital technology over manual and/or paper-based processes – as long as it makes life easier for our clients, that is,” continues Gillian. “Xero can be a revelation once you start using it!”
“Xero stores all your accounts and financial data in the cloud; that gives you – and us – access to the figures from any place at any time, and an up-to-the-minute picture of your business’ financial position.
“Clients who have already moved their bookkeeping and accounts to Xero have discovered it saves them valuable time and money, as well as improving accuracy and enabling them to make better-informed decisions.
“Perhaps the biggest benefit, though, is that we, as your accountants, spend less time crunching the numbers, and more time looking at what those numbers mean. So we can give you the advice you really need to thrive as a business.”
Why move your accounts to Xero
Here are just some of the benefits of using a cloud-based system such as Xero to manage your business finances:
- Access to your accounts at any time, wherever you are – even on a smartphone
- Easily set up quotes and invoices – and automatically send reminders
- Save time inputting figures with automatic bank feeds
- Quickly generate invaluable financial reports
- Get an up-to-date picture of your cashflow
- Clever plug-ins to simplify all your accounting tasks – such as logging receipts or online payments.