Chapter 17

Ten (Plus One!) Tips for Long-Term Success with Xero


Bullet Taking advantage of the cloud and networking technology

Bullet Using data to create charts and bank feeds to help your reconciliation

Bullet Understanding the importance of separate business bank accounts

Bullet Being comfortable with change

Bullet Boosting productivity with tracking, repeating bills and invoices, and online storage

In this chapter, I highlight practices that you should adopt when using Xero to improve your productivity and ensure ongoing success. I’m never dictatorial in how you should or shouldn’t run your business — but I do know that utilising the factors outlined in this chapter can help you free up your time so you can focus on more important aspects of your business, like business and strategy development. And incorporating the information produced can then assist you in making data-driven decisions.

Embrace the Cloud

Once you’re set up on Xero, you can access it anywhere you can access the internet. You ...

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