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Bookkeeping

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At CV Tax Solutions Firm we work with Xero - online accounting software that lets you input, access and keep an eye on your financial information wherever you are. Xero is very easy to use whether you’re just starting on accounting software or you’re switching from a different product. We’ll help you get set up and put a process in place to make your bookkeeping a breeze.

Connecting bank accounts

Connecting bank accounts Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up

Invoicing customers

Invoicing customers Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online - which can help you get paid faster.

Managing expenses

Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting - all inside Xero

Reconciling bank accounts

Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts

Creating purchase orders

You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs

Paying Suppliers

Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments

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