Switching to Xero with Wilson Pateras

With such a wide variety of accounting programs available on the market, the Wilson Pateras team see clients using a variety of digital solutions to handle their numbers. Time and again, we discover they’re running into problems with their accounting systems – pulling through numbers that simply don’t add up at tax time. The exception to this rule, however, is Xero. In June’s Wilson Pateras blog, we explain the many benefits of partnering with this savvy cloud-software system.

If you’re not currently using Xero, you might be wondering whether making a change to your accounting program is worth the effort. After all, you’ve got a system in place already – why change? Xero has attracted a business audience of over 1 million users since its inception in 2006 – with many Wilson Pateras clients making the switch. Some of the key benefits of switching to Xero include:

 Automatic bank feeds improving efficiency in recording and reconciling transactions
 Complete ease of use, for both the accounting novice and the expert
 Automated processing, setup bank rules recognising recurring transactions and common trends
 Eliminate double handling of data
 Confidence in data integrity
 Real-time data that’s up-to-date and available for your accountant to access
 Simple reporting
 Convenient BAS generation

With Wilson Pateras, you’re not alone in your accounting software transition. Xero is available on convenient monthly pricing plans, further enhanced by tiered levels of support from Wilson Pateras’ dedicated accountants. Xero’s commitment to the security of client data offers terrific peace of mind, and you’re able to integrate with other software and operating systems to enjoy premium efficiency across your business operations.

We have an overwhelmingly positive response to Xero from clients that have made the switch. One client had a system issue with their previous software that meant we spent 2 days working through their financials, but this year it took just two hours! Others have found Xero to be far more compatible with widely used business function, like POS systems. We had one business that had to manually enter their data because their existing system wasn’t able to import data directly from the POS system.

If you’re considering making the switch to Xero, Wilson Pateras invites you to our upcoming exclusive event where you’ll hear from keynote speakers, Sophie Jackson from Xero and Wilson Pateras experts about the benefits of Xero. This is your chance to ask questions about switching to Xero, and better understand the transitional support on offer from the Wilson Pateras team. At our seminar, you’ll be able to get a review of your existing accounting solution, and three months free access to Xero. What a winner!

This EOFY, take full control of your business financials. Undergo training with Wilson Pateras’ trusted team, and then simply check in for additional Xero support whenever you need us. You’re able to do more when you need to, and less when you want to – and being cloud hosted means your dedicated Wilson Pateras accountant can log in at any time and extract the data they need to handle your accounts. BAS is taken care of with no interruptions to your business efficiency, and tax time becomes a breeze with everything you need right at your fingertips.

Plug into Xero now with Wilson Pateras – it’s the engine that’ll drive your business success in the new financial year.

Share this blog post on:

Share on facebook
Share on twitter
Share on linkedin
Share on email