As advisory moves toward being an essential service for all small businesses, we hope this tool frees up your time to focus on high-value work and standard terminology you should know for grant writing gives you the confidence to take your advisory services to the next level. I encourage you to jump in and give client insights a try — we can’t wait to see what you think. As a busy accountant or bookkeeper, we know you don’t always have time to go through each client’s books to proactively identify issues or opportunities. That’s why we’re thrilled to share that we’ve been testing a new client insights dashboard for advisors, which gives you a snapshot of the financial health of all Xero business edition clients, in one place. We know that many advisors want to grow their advisory services, but struggle with the time, confidence, and ability to engage clients. The Xero dashboard includes graphs showing total cash in and out, invoices owed to you, and bills you need to pay, to give you insights into your business cash flow.
Stay on top of your cash flow
If you spot something that looks like it might need more analysis, you can dive into the client’s individual organisation your total costs for health care from the dashboard, and get to work. Once you’ve set up things like bank feeds and invoices, the dashboard charts and graphs will show that information. The dashboard will be available to all Xero partners globally, and rolled out over the next couple of weeks. We’re releasing it now so you can enjoy all the value it currently offers, but have big plans to enhance it with more functionality next year. We’d love to know what metrics you’d like to see in the future — let us know over at Xero Product Ideas.
- I encourage you to jump in and give client insights a try — we can’t wait to see what you think.
- Keep an eye on your finances day by day using the accounting dashboard.
- We’re releasing it now so you can enjoy all the value it currently offers, but have big plans to enhance it with more functionality next year.
- Client insights makes it easy to run your eye down the page and quickly see how your clients are tracking overall, and which ones might need your attention.
- The online accounting dashboard gives you the tools to proactively follow up on outstanding invoices.
A new Xero dashboard to elevate your advisory services
The online accounting dashboard gives you the tools bookkeeping to proactively follow up on outstanding invoices.
Follow up on outstanding invoices
Get a snapshot of cash coming in, going out, and bills that are due, to gain insights into business cash flow. Keep an eye on your finances day by day using the accounting dashboard. Client insights makes it easy to run your eye down the page and quickly see how your clients are tracking overall, and which ones might need your attention.