Cloud Accounting Services
Real time access.
Greater efficiency.
Instead of installing accounting software on your desktop, cloud accounting is delivered as a service over the internet.
At Credo, we can manage your books via Xero – a world-leading online accounting software. Your financial information is at your fingertips no matter where your business takes you.
Xero Accounting Setup + Training
Our staff are Xero certified advisor. We offer Xero setup assistance and training, and also recommend necessary Xero add-ons for your business.
Xero Powerful Features
Run your business on the go
Access to the information whenever you want, wherever you are. It’s simple, smart and occasionally magical.
User-friendly
Designed for business owners – zero learning curve, no technical jargons.
Custom dashboard
Give you an overview of how your business is going without you needing to scroll through pages of reporting or toggle between 10 different screens.
Easy collaboration
Give your staff or accountant access to the areas they need to do their job. Store and share all relevant files and documents within Xero.
Fast invoicing
Create and send invoices to customers in just a few clicks. You can even set up auto payment reminders to chase overdue invoices.
Easy integration
No more double handing. Xero has integrated with many powerful apps seamlessly, covering customer management, point of sale, inventory maintenance, payroll, and e-commerce.
Bank synchronization
Get your bank account transactions synced with Xero automatically to have a real-time view of your cash flow.
Secure storage
Xero backs up your business data as part of your workflow automatically and protects it with multiple layers of security.
Switching to Xero can literally save you hours each month & put you in control of your business.
How our Cloud Accounting service works
No heavy lifting required
1
Move to Xero
We can set you up from scratch or organise a migration from the systems you’re not so happy with to Xero. We’ll do the planning and heavy lifting to ensure that your books are migrated quickly and accurately.
A migration pack includes setting up:
Chart of accounts, opening balances, customer & supplier contact details, bank feeds, payroll data, invoice templates, customised dashboard, user access and more!
2
Let Xero take care of your books
From fast bank reconciliation to easy invoicing, payroll, bill payment, KPIs tracking and so much more, Xero has all the time-saving tools you need to run your business – all in one place.
There’s no more switching back and forth endlessly between software programs and double handling (entering data multiple times). Xero works across multiple devices, ensuring your entire team stays abreast of budgets, invoices, spendings, and other important financial data.
3
Say "Hi" to your Accountant
We team you up with one of our accountants who is in charge of your cloud accounting.
Depending on which plan you choose, our Accountant will work closely with you along the bookkeeping process, review your Xero books for accuracy and keep your financials up to date.
4
We do what we do best
We provide regular financial reports to you, prepare your annual financial statements, submits your annual income tax and files your GST/SST on time.
We also help to monitor your cash flow by tracking and following up with those aged debtors and creditors as soon as they’re overdue. We could even analyse your business performance and provide insights to allow you stay on top of your business.
