At RBK Advisory, we work to make it easier for our clients to handle their day-to-day operations, especially regarding their finances.
Xero is a cloud-based industry leader in accounting software, offering a range of features that can save you time and money. Xero integrates seamlessly with a range of process applications, and with help from the experts at RBK Advisory, we can ensure a quick setup and conversion to the Xero platform from your existing provider, with the accompanying training to ensure your team can operate it successfully.
Xero offers a range of features that will make your day-to-day operations much simpler, inclusive of:
If you make the smart decision to move to Xero, an RBK expert will begin the process by analysing your business, goals, and existing accounting software to determine the best conversion process. We’ll recommend and train you and your team on the most efficient ways to use Xero to get the most out of the platform.
Your historical data will be imported into Xero, and we will set a clear timeframe for your conversion. Our certified advisors will then activate bank feeds, import transactions, set up employees for payroll and customise your accounts.
Most of the larger accounting platforms allow for migration to Xero, made easier with the RBK conversion process. These include:
RBK Advisory is one of only two BCorp certified accounting firms in Australia, and our experts know exactly what your business needs to achieve an efficient and beneficial finance process. Our ethical approach spans the services offered by the entire RBK team, which is made up of:
We view your business through a unique lens which leads to an outside-of-the-box approach, using our in-depth knowledge base and real-world experience to ensure the best outcomes. In addition, we use a future-proofed process to ensure you benefit today and tomorrow.
Let the decades of experience held by the RBK Advisory team position your business for real success, like we have for many others. So let’s chat about your Xero conversion today!
“We have been happily working together for 15 years. Jon has helped our business grow and evolve by providing expert advice every step of the way. Our business and personal circumstances are constantly evolving and Jon is always on hand with fast response times to guide us through. His approachable nature and honest feedback make him a pleasure to work with.”