Prepare your clients’ data for the financial year end
Outline
Watch this if you are:
An accountant or bookkeeper new to preparing a financial year end in Xero
An accountant or bookkeeper wanting a refresher on preparing for the financial year end in Xero
Watch this to learn about:
Checks to do in Xero for both yourself and your clients before finalising the year end
Tips for a smoother end of financial year
Key questions you can ask during your year end meeting with your clients